Avantax Advisory Services’s Global X 1-3 Month T-Bill ETF CLIP Stock Holding History

Avantax Advisory Services’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	$1.51M	Buy	15,047 +6,569	+77%	+$658K	0.01%	936
2025 Q1	$851K	Buy	+8,478	New	+$850K	0.01%	1180
2024 Q1	–	Sell	-6,637	Closed	-$664K	–	1659
2023 Q4	$664K	Buy	+6,637	New	+$666K	0.01%	865

Other funds holding CLIP

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

4WM

49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

PPW

Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return

MJP Associates Farmington, Connecticut $824M AUM 14.86% 1-Year Est. Return

Advisor OS Chicago, Illinois $1.38B AUM 16.6% 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 $752M AUM 13.99% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Avantax Advisory Services's CLIP Position: Q2 2025 in Review

Avantax Advisory Services increased its Global X 1-3 Month T-Bill ETF (CLIP) stake by 77% in Q2 2025, buying an estimated $658K and bringing the position to 15,047 shares worth $1.51M. The position accounts for 0.01% of the portfolio, ranked #936.

Avantax Advisory Services first reported a position in CLIP in Q4 2023 and has held it in 3 quarters since. 123 funds tracked by Wall St. Rank hold CLIP as of Q2 2025.

Avantax Advisory Services held 15,047 shares of Global X 1-3 Month T-Bill ETF worth $1.51M as of Q2 2025.
Avantax Advisory Services bought 6,569 Global X 1-3 Month T-Bill ETF shares in Q2 2025, an estimated $658K.
Global X 1-3 Month T-Bill ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #936 holding.
Avantax Advisory Services first reported a position in Global X 1-3 Month T-Bill ETF in Q4 2023 and has held it in 3 quarters since.
123 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.