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

Epic Trust Investment 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 Q2	$795K	Buy	+7,911	New	+$794K	0.88%	27

Other funds holding CLIP

GXJ

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

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

CAM

Creekmur Asset Management Morton, Illinois $1.33M AUM

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

CAG

Curtis Advisory Group Santa Barbara, California $464M AUM 19.09% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Alaethes Wealth Glenbrook, Nevada $351M AUM 22.79% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return

Epic Trust Investment Advisors's CLIP Position: Q2 2024 in Review

Epic Trust Investment Advisors opened a new position in Global X 1-3 Month T-Bill ETF (CLIP) in Q2 2024: 7,911 shares worth $795K. The stake represents 0.88% of the portfolio and ranks #27 among its holdings.

54 funds tracked by Wall St. Rank hold CLIP as of Q2 2024.

Epic Trust Investment Advisors held 7,911 shares of Global X 1-3 Month T-Bill ETF worth $795K as of Q2 2024.
Global X 1-3 Month T-Bill ETF was a new Epic Trust Investment Advisors position in Q2 2024.
Global X 1-3 Month T-Bill ETF made up 0.88% of Epic Trust Investment Advisors's portfolio in Q2 2024, its #27 holding.
54 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q2 2024.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.