CA
CLIP icon

Cetera Advisors’s Global X 1-3 Month T-Bill ETF CLIP Stock Holding History

Cetera Advisors’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
Q1 		$1.58M Buy
15,696
+5,791
+58% +$581K 0.01% 929
2023
Q4 		$991K Buy
9,905
+3,415
+53% +$343K 0.01% 779
2023
Q3 		$652K Buy
+6,490
New +$652K 0.01% 914

Other funds holding CLIP

FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AW
Alaethes Wealth Glenbrook, Nevada $351M AUM 22.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Cetera Advisors's CLIP Position: Q1 2024 in Review

Cetera Advisors increased its Global X 1-3 Month T-Bill ETF (CLIP) stake by 58% in Q1 2024, buying an estimated $581K and bringing the position to 15,696 shares worth $1.58M. The position accounts for 0.01% of the portfolio, ranked #929.

Cetera Advisors first reported a position in CLIP in Q3 2023 and has held it in 3 quarters since. 39 funds tracked by Wall St. Rank hold CLIP as of Q1 2024.

  • Cetera Advisors held 15,696 shares of Global X 1-3 Month T-Bill ETF worth $1.58M as of Q1 2024.
  • Cetera Advisors bought 5,791 Global X 1-3 Month T-Bill ETF shares in Q1 2024, an estimated $581K.
  • Global X 1-3 Month T-Bill ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #929 holding.
  • Cetera Advisors first reported a position in Global X 1-3 Month T-Bill ETF in Q3 2023 and has held it in 3 quarters since.
  • 39 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.