Clear Point Advisors’s TCW Transform Supply Chain ETF SUPP Stock Holding History

Clear Point Advisors’s Portfolio SUPP Stock Details SUPP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-77	Closed	-$4.99K	–	578
2024 Q2	$4.99K	Buy	77 +75	+3,750%	+$4.82K	﹤0.01%	383
2024 Q1	$132	Buy	+2	New	+$122	﹤0.01%	541

Other funds holding SUPP

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Weil Company San Diego, California $568M AUM 19.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

REDW Wealth Albuquerque, New Mexico $279M AUM 20.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clear Point Advisors's SUPP Position: Q3 2024 in Review

Clear Point Advisors sold out of TCW Transform Supply Chain ETF (SUPP) in Q3 2024, closing a stake of 77 shares — an estimated $4.99K sold.

Clear Point Advisors first reported a position in SUPP in Q1 2024 and held it in 2 quarters. The position peaked at $4.99K in Q2 2024. 8 funds tracked by Wall St. Rank hold SUPP as of Q3 2024.

Clear Point Advisors reported no remaining TCW Transform Supply Chain ETF position as of Q3 2024 after selling out during the quarter.
Clear Point Advisors sold 77 TCW Transform Supply Chain ETF shares in Q3 2024, an estimated $4.99K.
Clear Point Advisors first reported a position in TCW Transform Supply Chain ETF in Q1 2024 and held it in 2 quarters.
Clear Point Advisors's TCW Transform Supply Chain ETF position peaked at $4.99K in Q2 2024.
8 funds tracked by Wall St. Rank held TCW Transform Supply Chain ETF as of Q3 2024.

Based on Clear Point Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.