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

Capital Investment 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
2024
Q4 		– Sell
-7,498
Closed -$754K – 946
2024
Q3 		$754K Buy
7,498
+1,116
+17% +$112K 0.07% 233
2024
Q2 		$641K Buy
6,382
+906
+17% +$90.9K 0.07% 249
2024
Q1 		$550K Buy
+5,476
New +$549K 0.06% 278

Other funds holding CLIP

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
CAM
Creekmur Asset Management Morton, Illinois $1.33M AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $300M AUM 16.74% 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
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Capital Investment Advisory Services's CLIP Position: Q4 2024 in Review

Capital Investment Advisory Services sold out of Global X 1-3 Month T-Bill ETF (CLIP) in Q4 2024, closing a stake of 7,498 shares — an estimated $754K sold.

Capital Investment Advisory Services first reported a position in CLIP in Q1 2024 and held it in 3 quarters. The position peaked at $754K in Q3 2024. 102 funds tracked by Wall St. Rank hold CLIP as of Q4 2024.

  • Capital Investment Advisory Services reported no remaining Global X 1-3 Month T-Bill ETF position as of Q4 2024 after selling out during the quarter.
  • Capital Investment Advisory Services sold 7,498 Global X 1-3 Month T-Bill ETF shares in Q4 2024, an estimated $754K.
  • Capital Investment Advisory Services first reported a position in Global X 1-3 Month T-Bill ETF in Q1 2024 and held it in 3 quarters.
  • Capital Investment Advisory Services's Global X 1-3 Month T-Bill ETF position peaked at $754K in Q3 2024.
  • 102 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q4 2024.

Based on Capital Investment Advisory Services's 13F filing for Q4 2024, filed 23 Jan 2025.