Clear Point Advisors Inc. Innovator ETF Tr Us Equity Acc Transaction History

Clear Point Advisors Inc.

$117 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 15, 2024	SELL	$30.51 - $31.24 $33,561 - $34,364	-1,100 Reduced 73.33%	400 $12.5 Million
Q4 2023 May 15, 2024	BUY	$28.21 - $30.57 $42,315 - $45,855	1,500 New	1,500 $45.9 Million

Others Institutions Holding XBAP

# of Institutions

45

Shares Held

2.02M

Call Options Held

0

Put Options Held

0

Cetera Investment Advisers Schaumburg, IL

424K
Shares

$14.6 Million
0.03% of portfolio
Crosspoint Financial, LLC Tustin, CA

359K
Shares

$12.4 Million
41.21% of portfolio
First Commonwealth Financial Corp Indiana, PA

323K
Shares

$11.2 Million
2.7% of portfolio
Millington Financial Advisors, LLC Naperville, IL

201K
Shares

$6.93 Million
4.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

80.9K
Shares

$2.8 Million
0.01% of portfolio

About INNOVATOR ETF TR US EQUITY ACC

Ticker XBAP

More about XBAP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Clear Point Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Clear Point Advisors Inc. with notifications on news.