Clear Point Advisors’s iShares Large Cap 10% Target Buffer Dec ETF TEND Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-20,270	Closed	-$516K	–	147
2025 Q4	$516K	Buy	+20,270	New	+$512K	0.4%	76

Other funds holding TEND

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

ATS

Ashton Thomas Securities Rochester, New York $797M AUM 18.33% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

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

Clear Point Advisors's TEND Position: Q1 2026 in Review

Clear Point Advisors sold out of iShares Large Cap 10% Target Buffer Dec ETF (TEND) in Q1 2026, closing a stake of 20,270 shares — an estimated $516K sold.

Clear Point Advisors first reported a position in TEND in Q4 2025 and held it in 1 quarter. The position peaked at $516K in Q4 2025. 12 funds tracked by Wall St. Rank hold TEND as of Q1 2026.

Clear Point Advisors reported no remaining iShares Large Cap 10% Target Buffer Dec ETF position as of Q1 2026 after selling out during the quarter.
Clear Point Advisors sold 20,270 iShares Large Cap 10% Target Buffer Dec ETF shares in Q1 2026, an estimated $516K.
Clear Point Advisors first reported a position in iShares Large Cap 10% Target Buffer Dec ETF in Q4 2025 and held it in 1 quarter.
Clear Point Advisors's iShares Large Cap 10% Target Buffer Dec ETF position peaked at $516K in Q4 2025.
12 funds tracked by Wall St. Rank held iShares Large Cap 10% Target Buffer Dec ETF as of Q1 2026.

Based on Clear Point Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.