Beverly Hills Private Wealth’s Global X 1-3 Month T-Bill ETF CLIP Stock Holding History

Beverly Hills Private Wealth’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
2026 Q1	$3.84M	Buy	38,234 +10,342	+37%	+$1.04M	0.64%	48
2025 Q4	$2.79M	Buy	27,892 +5,691	+26%	+$570K	0.48%	63
2025 Q3	$2.23M	Buy	22,201 +4,971	+29%	+$498K	0.39%	75
2025 Q2	$1.73M	Sell	17,230 -4,925	-22%	-$494K	0.32%	83
2025 Q1	$2.23M	Sell	22,155 -2,845	-11%	-$285K	0.44%	65
2024 Q4	$2.5M	Buy	25,000 +13,720	+122%	+$1.38M	0.51%	52
2024 Q3	$1.13M	Sell	11,280 -1,440	-11%	-$144K	0.23%	114
2024 Q2	$1.28M	Buy	12,720 +920	+8%	+$92.3K	0.28%	96
2024 Q1	$1.19M	Buy	+11,800	New	+$1.18M	0.27%	92

Other funds holding CLIP

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

SEI Investments

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

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

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

RHL Group Holly, Michigan $117M AUM

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return