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Kestra Private Wealth Services’s Global X 1-3 Month T-Bill ETF CLIP Stock Holding History

Kestra Private Wealth 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
2025
Q3 		– Sell
-4,917
Closed -$494K – 1687
2025
Q2 		$494K Buy
+4,917
New +$493K 0.01% 1045

Other funds holding CLIP

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
4WM
49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return
MA
MJP Associates Farmington, Connecticut $824M AUM 14.86% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return

Kestra Private Wealth Services's CLIP Position: Q3 2025 in Review

Kestra Private Wealth Services sold out of Global X 1-3 Month T-Bill ETF (CLIP) in Q3 2025, closing a stake of 4,917 shares — an estimated $494K sold.

Kestra Private Wealth Services first reported a position in CLIP in Q2 2025 and held it in 1 quarter. The position peaked at $494K in Q2 2025. 129 funds tracked by Wall St. Rank hold CLIP as of Q3 2025.

  • Kestra Private Wealth Services reported no remaining Global X 1-3 Month T-Bill ETF position as of Q3 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 4,917 Global X 1-3 Month T-Bill ETF shares in Q3 2025, an estimated $494K.
  • Kestra Private Wealth Services first reported a position in Global X 1-3 Month T-Bill ETF in Q2 2025 and held it in 1 quarter.
  • Kestra Private Wealth Services's Global X 1-3 Month T-Bill ETF position peaked at $494K in Q2 2025.
  • 129 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q3 2025.

Based on Kestra Private Wealth Services's 13F filing for Q3 2025, filed 17 Nov 2025.