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Atria Wealth Solutions’s Global X 1-3 Month T-Bill ETF CLIP Stock Holding History

Atria Wealth Solutions’s Portfolio CLIP Stock Details CLIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.84M Sell
18,306
-651
-3% -$65.3K 0.04% 443
2025
Q1 		$1.9M Buy
18,957
+9,749
+106% +$977K 0.02% 652
2024
Q4 		$922K Buy
+9,208
New +$924K 0.01% 952

Other funds holding CLIP

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
4WM
49 Wealth Management Austin, Texas $524M AUM 16.59% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return
MA
MJP Associates Farmington, Connecticut $914M AUM 20.8% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.5B AUM 21.75% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $846M AUM 17.33% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Atria Wealth Solutions's CLIP Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Global X 1-3 Month T-Bill ETF (CLIP) stake by 3.4% in Q2 2025, selling an estimated $65.3K and leaving 18,306 shares worth $1.84M. The position accounts for 0.04% of the portfolio, ranked #443.

Atria Wealth Solutions first reported a position in CLIP in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.9M in Q1 2025. 123 funds tracked by Wall St. Rank hold CLIP as of Q2 2025.

  • Atria Wealth Solutions held 18,306 shares of Global X 1-3 Month T-Bill ETF worth $1.84M as of Q2 2025.
  • Atria Wealth Solutions sold 651 Global X 1-3 Month T-Bill ETF shares in Q2 2025, an estimated $65.3K.
  • Global X 1-3 Month T-Bill ETF made up 0.04% of Atria Wealth Solutions's portfolio in Q2 2025, its #443 holding.
  • Atria Wealth Solutions first reported a position in Global X 1-3 Month T-Bill ETF in Q4 2024 and has held it in 3 quarters since.
  • Atria Wealth Solutions's Global X 1-3 Month T-Bill ETF position peaked at $1.9M in Q1 2025.
  • 123 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.