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Orion Portfolio Solutions’s Global X 1-3 Month T-Bill ETF CLIP Stock Holding History

Orion Portfolio Solutions’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 		$11.1M Buy
110,155
+14,005
+15% +$1.4M 0.11% 173
2024
Q4 		$9.62M Buy
96,150
+12,379
+15% +$1.24M 0.1% 203
2024
Q3 		$8.42M Buy
83,771
+45,412
+118% +$4.56M 0.08% 229
2024
Q2 		$3.85M Buy
+38,359
New +$3.85M 0.04% 389

Other funds holding CLIP

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CAM
Creekmur Asset Management Morton, Illinois $1.33M AUM
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
4WM
49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return
Renaissance Technologies
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

Orion Portfolio Solutions's CLIP Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Global X 1-3 Month T-Bill ETF (CLIP) stake by 15% in Q1 2025, buying an estimated $1.4M and bringing the position to 110,155 shares worth $11.1M. The position accounts for 0.11% of the portfolio, ranked #173.

Orion Portfolio Solutions first reported a position in CLIP in Q2 2024 and has held it in 4 quarters since. 120 funds tracked by Wall St. Rank hold CLIP as of Q1 2025.

  • Orion Portfolio Solutions held 110,155 shares of Global X 1-3 Month T-Bill ETF worth $11.1M as of Q1 2025.
  • Orion Portfolio Solutions bought 14,005 Global X 1-3 Month T-Bill ETF shares in Q1 2025, an estimated $1.4M.
  • Global X 1-3 Month T-Bill ETF made up 0.11% of Orion Portfolio Solutions's portfolio in Q1 2025, its #173 holding.
  • Orion Portfolio Solutions first reported a position in Global X 1-3 Month T-Bill ETF in Q2 2024 and has held it in 4 quarters since.
  • 120 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.