CWM
CLIP icon

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

Chicago Wealth Management’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
Q4 		– Sell
-46,149
Closed -$4.63M – 54
2025
Q3 		$4.63M Buy
+46,149
New +$4.63M 2.02% 19

Other funds holding CLIP

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
RG
RHL Group Holly, Michigan $117M AUM
AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return
MA
MJP Associates Farmington, Connecticut $824M AUM 14.86% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
4WM
49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return

Chicago Wealth Management's CLIP Position: Q4 2025 in Review

Chicago Wealth Management sold out of Global X 1-3 Month T-Bill ETF (CLIP) in Q4 2025, closing a stake of 46,149 shares — an estimated $4.63M sold.

Chicago Wealth Management first reported a position in CLIP in Q3 2025 and held it in 1 quarter. The position peaked at $4.63M in Q3 2025. 147 funds tracked by Wall St. Rank hold CLIP as of Q4 2025.

  • Chicago Wealth Management reported no remaining Global X 1-3 Month T-Bill ETF position as of Q4 2025 after selling out during the quarter.
  • Chicago Wealth Management sold 46,149 Global X 1-3 Month T-Bill ETF shares in Q4 2025, an estimated $4.63M.
  • Chicago Wealth Management first reported a position in Global X 1-3 Month T-Bill ETF in Q3 2025 and held it in 1 quarter.
  • Chicago Wealth Management's Global X 1-3 Month T-Bill ETF position peaked at $4.63M in Q3 2025.
  • 147 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q4 2025.

Based on Chicago Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.