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Hart & Patterson Financial Group’s Global X 1-3 Month T-Bill ETF CLIP Stock Holding History

Hart & Patterson Financial Group’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
-2,026
Closed -$204K – 73
2024
Q3 		$204K Buy
+2,026
New +$203K 0.1% 71

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 $2.24B AUM 16.9% 1-Year Est. Return

Hart & Patterson Financial Group's CLIP Position: Q4 2024 in Review

Hart & Patterson Financial Group sold out of Global X 1-3 Month T-Bill ETF (CLIP) in Q4 2024, closing a stake of 2,026 shares — an estimated $204K sold.

Hart & Patterson Financial Group first reported a position in CLIP in Q3 2024 and held it in 1 quarter. The position peaked at $204K in Q3 2024. 102 funds tracked by Wall St. Rank hold CLIP as of Q4 2024.

  • Hart & Patterson Financial Group reported no remaining Global X 1-3 Month T-Bill ETF position as of Q4 2024 after selling out during the quarter.
  • Hart & Patterson Financial Group sold 2,026 Global X 1-3 Month T-Bill ETF shares in Q4 2024, an estimated $204K.
  • Hart & Patterson Financial Group first reported a position in Global X 1-3 Month T-Bill ETF in Q3 2024 and held it in 1 quarter.
  • Hart & Patterson Financial Group's Global X 1-3 Month T-Bill ETF position peaked at $204K 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 Hart & Patterson Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.