Focus Partners Wealth
CLIP icon

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

Focus Partners 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
2024
Q4 		– Sell
-2,000
Closed -$201K – 1915
2024
Q3 		$201K Buy
+2,000
New +$201K ﹤0.01% 1462

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

Focus Partners Wealth's CLIP Position: Q4 2024 in Review

Focus Partners Wealth sold out of Global X 1-3 Month T-Bill ETF (CLIP) in Q4 2024, closing a stake of 2,000 shares — an estimated $201K sold.

Focus Partners Wealth first reported a position in CLIP in Q3 2024 and held it in 1 quarter. The position peaked at $201K in Q3 2024. 102 funds tracked by Wall St. Rank hold CLIP as of Q4 2024.

  • Focus Partners Wealth reported no remaining Global X 1-3 Month T-Bill ETF position as of Q4 2024 after selling out during the quarter.
  • Focus Partners Wealth sold 2,000 Global X 1-3 Month T-Bill ETF shares in Q4 2024, an estimated $201K.
  • Focus Partners Wealth first reported a position in Global X 1-3 Month T-Bill ETF in Q3 2024 and held it in 1 quarter.
  • Focus Partners Wealth's Global X 1-3 Month T-Bill ETF position peaked at $201K 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 Focus Partners Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.