CoreCap Advisors
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CoreCap Advisors’s Clear Secure YOU Stock Holding History

CoreCap Advisors’s Portfolio YOU Stock Details YOU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.59K Sell
38
-7,105
-99% -$341K ﹤0.01% 2561
2026
Q2 		$398K Buy
+7,143
New +$391K 0.01% 622
2025
Q1 		– Sell
-29,416
Closed -$784K – 3333
2024
Q4 		$784K Buy
+29,416
New +$888K 0.04% 363
2022
Q1 		– Sell
-7
Closed -$1K – 2150
2021
Q4 		$1K Buy
+7
New +$259 ﹤0.01% 2292

Other funds holding YOU

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Avory & Company
Avory & Company Miami, Florida $78.9M AUM 6.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Investment House LLC
Investment House LLC Redondo Beach, California $2.25B AUM 30.44% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Tealwood Asset Management
Tealwood Asset Management Minneapolis, Minnesota $251M AUM 42.58% 1-Year Est. Return

CoreCap Advisors's YOU Position: Q3 2026 in Review

CoreCap Advisors reduced its Clear Secure (YOU) stake by 99% in Q3 2026, selling an estimated $341K and leaving 38 shares worth $1.59K. The position accounts for ﹤0.01% of the portfolio, ranked #2561.

CoreCap Advisors first reported a position in YOU in Q4 2021 and has held it in 4 quarters since. The position peaked at $784K in Q4 2024. 64 funds tracked by Wall St. Rank hold YOU as of Q3 2026.

  • CoreCap Advisors held 38 shares of Clear Secure worth $1.59K as of Q3 2026.
  • CoreCap Advisors sold 7,105 Clear Secure shares in Q3 2026, an estimated $341K.
  • Clear Secure made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2561 holding.
  • CoreCap Advisors first reported a position in Clear Secure in Q4 2021 and has held it in 4 quarters since.
  • CoreCap Advisors's Clear Secure position peaked at $784K in Q4 2024.
  • 64 funds tracked by Wall St. Rank held Clear Secure as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.