GWN Securities’s Global X 1-3 Month T-Bill ETF CLIP Stock Holding History

GWN Securities’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 Q1	–	Sell	-3,553	Closed	-$357K	–	709
2024 Q4	$357K	Buy	+3,553	New	+$356K	0.1%	205

Other funds holding CLIP

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

CAM

Creekmur Asset Management Morton, Illinois $1.33M AUM

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

4WM

49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

GWN Securities's CLIP Position: Q1 2025 in Review

GWN Securities sold out of Global X 1-3 Month T-Bill ETF (CLIP) in Q1 2025, closing a stake of 3,553 shares — an estimated $357K sold.

GWN Securities first reported a position in CLIP in Q4 2024 and held it in 1 quarter. The position peaked at $357K in Q4 2024. 120 funds tracked by Wall St. Rank hold CLIP as of Q1 2025.

GWN Securities reported no remaining Global X 1-3 Month T-Bill ETF position as of Q1 2025 after selling out during the quarter.
GWN Securities sold 3,553 Global X 1-3 Month T-Bill ETF shares in Q1 2025, an estimated $357K.
GWN Securities first reported a position in Global X 1-3 Month T-Bill ETF in Q4 2024 and held it in 1 quarter.
GWN Securities's Global X 1-3 Month T-Bill ETF position peaked at $357K in Q4 2024.
120 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q1 2025.

Based on GWN Securities's 13F filing for Q1 2025, filed 15 May 2025.