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Clear Point Advisors Inc. → COF-PN

Clear Point Advisors Inc. COF-PN Position History

COF-PN

Quarters held
8
Latest value
$1.3M
Q3 2026
Peak value
$3.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2.8M
Q4 2025$1.5M
Q1 2026$1.6M
Q1 2026$2.7M
Q2 2026$3.2M
Q2 2026$1.7M
Q3 2026$3.4M
Q3 2026$1.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.3M52.0K——
Q3 2026$3.4M68.7K——
Q2 2026$1.7M64.6K——
Q2 2026$3.2M65.6K——
Q1 2026$2.7M63.4K——
Q1 2026$1.6M60.7K——
Q4 2025$1.5M55.6K——
Q4 2025$2.8M64.5K——

Other funds holding COF-PN

Other Clear Point Advisors Inc. positions

SCHW-PJ

SCHWAB STRATEGIC TR

$12.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$12.3M
SCHW-PJ

SCHWAB STRATEGIC TR

$11.9M
STT-PG

STATE STR CORP

$11.2M
SCHW-PJ

SCHWAB STRATEGIC TR

$10.6M
JPM-PM

JPMORGAN CHASE & CO

$8.2M
VGES

VANGUARD WORLD FD

$6.8M
QQQ

INVESCO QQQ TR

$6.5M
Clear Point Advisors Inc. COF-PN Holdings: 13F Position History | Track13F