LMKC
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L.M. Kohn & Company’s Global X 1-3 Month T-Bill ETF CLIP Stock Holding History

L.M. Kohn & Company’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
-8,850
Closed -$889K – 267
2024
Q3 		$889K Sell
8,850
-500
-5% -$50.2K 0.23% 96
2024
Q2 		$939K Sell
9,350
-375
-4% -$37.6K 0.25% 80
2024
Q1 		$977K Sell
9,725
-2,350
-19% -$236K 0.27% 77
2023
Q4 		$1.21M Buy
+12,075
New +$1.21M 0.39% 54

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

L.M. Kohn & Company's CLIP Position: Q4 2024 in Review

L.M. Kohn & Company sold out of Global X 1-3 Month T-Bill ETF (CLIP) in Q4 2024, closing a stake of 8,850 shares — an estimated $889K sold.

L.M. Kohn & Company first reported a position in CLIP in Q4 2023 and held it in 4 quarters. The position peaked at $1.21M in Q4 2023. 102 funds tracked by Wall St. Rank hold CLIP as of Q4 2024.

  • L.M. Kohn & Company reported no remaining Global X 1-3 Month T-Bill ETF position as of Q4 2024 after selling out during the quarter.
  • L.M. Kohn & Company sold 8,850 Global X 1-3 Month T-Bill ETF shares in Q4 2024, an estimated $889K.
  • L.M. Kohn & Company first reported a position in Global X 1-3 Month T-Bill ETF in Q4 2023 and held it in 4 quarters.
  • L.M. Kohn & Company's Global X 1-3 Month T-Bill ETF position peaked at $1.21M in Q4 2023.
  • 102 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q4 2024.

Based on L.M. Kohn & Company's 13F filing for Q4 2024, filed 30 Jan 2025.