Clear Point Advisors
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Clear Point Advisors’s Innovator Growth Accelerated Plus ETF October QTOC Stock Holding History

Clear Point Advisors’s Portfolio QTOC Stock Details QTOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-100
Closed -$2.79K – 435
2024
Q3 		$2.79K Hold
100
– – ﹤0.01% 425
2024
Q2 		$2.75K Hold
100
– – ﹤0.01% 424
2024
Q1 		$2.67K Hold
100
– – ﹤0.01% 419
2023
Q4 		$2.55K Buy
+100
New +$2.42K ﹤0.01% 409

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
World Investment Advisors
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
Cary Street Partners
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Wood Tarver Financial Group
Wood Tarver Financial Group Boise, Idaho $424M AUM 24.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Clear Point Advisors sold out of Innovator Growth Accelerated Plus ETF October (QTOC) in Q4 2024, closing a stake of 100 shares — an estimated $2.79K sold.

Clear Point Advisors first reported a position in QTOC in Q4 2023 and held it in 4 quarters. The position peaked at $2.79K in Q3 2024. 12 funds tracked by Wall St. Rank hold QTOC as of Q4 2024.

  • Clear Point Advisors reported no remaining Innovator Growth Accelerated Plus ETF October position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 100 Innovator Growth Accelerated Plus ETF October shares in Q4 2024, an estimated $2.79K.
  • Clear Point Advisors first reported a position in Innovator Growth Accelerated Plus ETF October in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's Innovator Growth Accelerated Plus ETF October position peaked at $2.79K in Q3 2024.
  • 12 funds tracked by Wall St. Rank held Innovator Growth Accelerated Plus ETF October as of Q4 2024.

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