Clearstead Advisors, LLC New Holdings in Q3 2025

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
35.4K
New
$37.4 - $39.31 $1.32M - $1.39M
35.4K $1.39M
FNDF
Schwab Fundamental Intl Large

ETFs
13.5K
New
$39.84 - $43.15 $537K - $582K
13.5K $579K
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
14.8K
New
$23.48 - $23.7 $347K - $351K
14.8K $349K
BSMR
Invesco Bulletshares 2027 Muni

ETFs
12.6K
New
$23.46 - $23.77 $297K - $301K
12.6K $299K
BSMT
Invesco Bulletshares 2029 Muni

ETFs
12.9K
New
$22.71 - $23.24 $294K - $301K
12.9K $298K
BSMS
Invesco Bulletshares 2028 Muni

ETFs
12.8K
New
$23.12 - $23.59 $295K - $301K
12.8K $298K
FVD
First Tr Value Line Divid Inde

ETFs
6.3K
New
$44.73 - $46.86 $282K - $295K
6.3K $291K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
10.2K
New
$24.97 - $25.78 $255K - $263K
10.2K $261K
NG
Novagold Resources Inc

Basic Materials
29.7K
New
$4.15 - $8.8 $123K - $261K
29.7K $260K
PJUL
Innovator U.S. Equity Power Bu

ETFs
5.48K
New
$43.83 - $45.64 $240K - $250K
5.48K $250K
IWY
Ishares Tr Russell 200 Growth

ETFs
764
New
$243.93 - $275.62 $186K - $211K
764 $209K
FAB
First Tr Multi Cap Value Alpha

ETFs
2.32K
New
$81.15 - $88.6 $188K - $205K
2.32K $202K
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
3.71K
New
$49.41 - $54.08 $184K - $201K
3.71K $200K
PPTA
Perpetua Resources Corp.

Basic Materials
8.2K
New
$11.92 - $21.16 $97.7K - $174K
8.2K $167K
QTEC
First Trust Nasdaq 100 Technol

ETFs
707
New
$208.95 - $229.72 $148K - $162K
707 $162K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
1.86K
New
$53.62 - $55.95 $99.6K - $104K
1.86K $103K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
737
New
$110.74 - $122.12 $81.6K - $90K
737 $89K
FXA
Invesco Currency Shares Australian Dollar Trust

ETFs
1.27K
New
$63.58 - $66.13 $80.6K - $83.8K
1.27K $83K
FXY
Invesco Currency Shares Japanese Yen Trust

ETFs
1.33K
New
$61.15 - $64.13 $81.1K - $85K
1.33K $82K
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
437
New
$122.37 - $127.46 $53.5K - $55.7K
437 $55K
NN
Nextnav Inc.

Communication Services
3.63K
New
$13.75 - $17.94 $49.9K - $65.2K
3.63K $52K
GDLC
Grayscale Digital Large Cap Fund LLC

ETFs
695
New
$46.93 - $58.5 $32.6K - $40.7K
695 $38K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
784
New
$45.26 - $46.63 $35.5K - $36.6K
784 $36K
MPW
Medical Properties Trust Inc

Real Estate
7.26K
New
$3.98 - $5.13 $28.9K - $37.2K
7.26K $36K
CZA
Invesco Exchange Traded Fd Tr

ETFs
321
New
$105.0 - $110.33 $33.7K - $35.4K
321 $35K
RGTI
Rigetti Computing, Inc.

Technology
1.16K
New
$11.33 - $32.1 $13.1K - $37.2K
1.16K $34K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
383
New
$79.52 - $89.63 $30.5K - $34.3K
383 $34K
IMAX
Imax Corp

Communication Services
1.07K
New
$24.51 - $32.75 $26.1K - $34.9K
1.07K $34K
UPST
Upstart Holdings, Inc.

Financial Services
500
New
$50.8 - $84.13 $25.4K - $42.1K
500 $25K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
268
New
$95.22 - $96.21 $25.5K - $25.8K
268 $25K
AIQ
Global X Funds Global X Artifi

ETFs
501
New
$43.2 - $49.66 $21.6K - $24.9K
501 $24K
HNI
Hni Corp

Industrials
506
New
$43.18 - $52.5 $21.8K - $26.6K
506 $23K
PCT
Pure Cycle Technologies, Inc.

Industrials
1.8K
New
$12.21 - $16.92 $22K - $30.5K
1.8K $23K
FHB
First Hawaiian, Inc.

Financial Services
911
New
$23.66 - $26.43 $21.6K - $24.1K
911 $22K
NESR
National Energy Services Reunited Corp.

Energy
1.76K
New
$5.96 - $10.54 $10.5K - $18.6K
1.76K $18K
FTLS
First Tr Long/Short Equity ETF

ETFs
267
New
$65.78 - $69.95 $17.6K - $18.7K
267 $18K
CABO
Cable One, Inc.

Communication Services
99
New
$119.56 - $177.68 $11.8K - $17.6K
99 $17K
SHOO
Steven Madden, Ltd.

Consumer Cyclical
530
New
$23.52 - $33.89 $12.5K - $18K
530 $17K
MEOH
Methanex Corp

Basic Materials
409
New
$32.46 - $39.93 $13.3K - $16.3K
409 $16K
SAFT
Safety Insurance Group Inc

Financial Services
240
New
$69.3 - $79.05 $16.6K - $19K
240 $16K
POCT
Innovator U.S. Equity Power Bu

ETFs
353
New
$41.27 - $43.1 $14.6K - $15.2K
353 $15K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
331
New
$45.54 - $48.43 $15.1K - $16K
331 $15K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
258
New
$56.98 - $61.66 $14.7K - $15.9K
258 $15K
GIII
G Iii Apparel Group LTD

Consumer Cyclical
544
New
$23.08 - $27.63 $12.6K - $15K
544 $14K
INFY
Infosys LTD

Technology
800
New
$15.98 - $18.96 $12.8K - $15.2K
800 $13K
HGTY
Hagerty, Inc.

Financial Services
1.13K
New
$9.34 - $13.02 $10.5K - $14.7K
1.13K $13K
MTX
Minerals Technologies Inc

Basic Materials
194
New
$56.48 - $65.45 $11K - $12.7K
194 $12K
CNOB
Connect One Bancorp, Inc.

Financial Services
450
New
$22.24 - $26.24 $10K - $11.8K
450 $11K
KTEC
Kraneshares Tr Kraneshares Han

ETFs
600
New
$15.78 - $19.07 $9.47K - $11.4K
600 $11K
Activity Summary
Buys All Purchases 1723 New Holdings 559 Increased Positions 1164 Sells All Sells 863 Reductions 863 Sold out 0 Options Calls 5 Puts 2
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