Clear Point Advisors
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Clear Point Advisors’s Innovator Growth Accelerated Plus ETF April QTAP Stock Holding History

Clear Point Advisors’s Portfolio QTAP Stock Details QTAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-513
Closed -$18.4K – 434
2024
Q3 		$18.4K Hold
513
– – 0.01% 287
2024
Q2 		$17.9K Hold
513
– – 0.01% 278
2024
Q1 		$16.7K Hold
513
– – 0.01% 288
2023
Q4 		$16.4K Buy
+513
New +$15.9K 0.01% 282

Other funds holding QTAP

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Sunbelt Securities
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
World Investment Advisors
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
Wood Tarver Financial Group
Wood Tarver Financial Group Boise, Idaho $424M AUM 24.33% 1-Year Est. Return
DHJJ Financial Advisors
DHJJ Financial Advisors Naperville, Illinois $349M AUM 14.55% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Clear Point Advisors's QTAP Position: Q4 2024 in Review

Clear Point Advisors sold out of Innovator Growth Accelerated Plus ETF April (QTAP) in Q4 2024, closing a stake of 513 shares — an estimated $18.4K sold.

Clear Point Advisors first reported a position in QTAP in Q4 2023 and held it in 4 quarters. The position peaked at $18.4K in Q3 2024. 12 funds tracked by Wall St. Rank hold QTAP as of Q4 2024.

  • Clear Point Advisors reported no remaining Innovator Growth Accelerated Plus ETF April position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 513 Innovator Growth Accelerated Plus ETF April shares in Q4 2024, an estimated $18.4K.
  • Clear Point Advisors first reported a position in Innovator Growth Accelerated Plus ETF April in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's Innovator Growth Accelerated Plus ETF April position peaked at $18.4K in Q3 2024.
  • 12 funds tracked by Wall St. Rank held Innovator Growth Accelerated Plus ETF April as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.