HBW Advisory Services’s Global X 1-3 Month T-Bill ETF CLIP Stock Holding History

HBW Advisory Services’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	-2,474	Closed	-$249K	–	377
2024 Q3	$249K	Buy	+2,474	New	+$248K	0.04%	310
2024 Q2	–	Sell	-10,631	Closed	-$1.06M	–	339
2024 Q1	$1.06M	Hold	10,631	–	–	0.2%	120
2023 Q4	$1.06M	Buy	+10,631	New	+$1.07M	0.2%	120

Other funds holding CLIP

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

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 New York $63.9B AUM 45.56% 1-Year Est. Return

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 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

HBW Advisory Services's CLIP Position: Q4 2024 in Review

HBW Advisory Services sold out of Global X 1-3 Month T-Bill ETF (CLIP) in Q4 2024, closing a stake of 2,474 shares — an estimated $249K sold.

HBW Advisory Services first reported a position in CLIP in Q4 2023 and held it in 3 quarters. The position peaked at $1.06M in Q1 2024. 102 funds tracked by Wall St. Rank hold CLIP as of Q4 2024.

HBW Advisory Services reported no remaining Global X 1-3 Month T-Bill ETF position as of Q4 2024 after selling out during the quarter.
HBW Advisory Services sold 2,474 Global X 1-3 Month T-Bill ETF shares in Q4 2024, an estimated $249K.
HBW Advisory Services first reported a position in Global X 1-3 Month T-Bill ETF in Q4 2023 and held it in 3 quarters.
HBW Advisory Services's Global X 1-3 Month T-Bill ETF position peaked at $1.06M in Q1 2024.
102 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q4 2024.

Based on HBW Advisory Services's 13F filing for Q4 2024, filed 10 Jan 2025.