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O'Shaughnessy Asset Management’s Global X 1-3 Month T-Bill ETF CLIP Stock Holding History

O'Shaughnessy Asset Management’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
Q4 		– Sell
-1,112
Closed -$112K – 2657
2025
Q3 		$112K Buy
+1,112
New +$111K ﹤0.01% 2072

Other funds holding CLIP

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
RG
RHL Group Holly, Michigan $120M AUM
AO
Advisor OS Chicago, Illinois $1.5B AUM 21.75% 1-Year Est. Return
MA
MJP Associates Farmington, Connecticut $914M AUM 20.8% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
4WM
49 Wealth Management Austin, Texas $524M AUM 16.59% 1-Year Est. Return

O'Shaughnessy Asset Management's CLIP Position: Q4 2025 in Review

O'Shaughnessy Asset Management sold out of Global X 1-3 Month T-Bill ETF (CLIP) in Q4 2025, closing a stake of 1,112 shares — an estimated $112K sold.

O'Shaughnessy Asset Management first reported a position in CLIP in Q3 2025 and held it in 1 quarter. The position peaked at $112K in Q3 2025. 147 funds tracked by Wall St. Rank hold CLIP as of Q4 2025.

  • O'Shaughnessy Asset Management reported no remaining Global X 1-3 Month T-Bill ETF position as of Q4 2025 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 1,112 Global X 1-3 Month T-Bill ETF shares in Q4 2025, an estimated $112K.
  • O'Shaughnessy Asset Management first reported a position in Global X 1-3 Month T-Bill ETF in Q3 2025 and held it in 1 quarter.
  • O'Shaughnessy Asset Management's Global X 1-3 Month T-Bill ETF position peaked at $112K in Q3 2025.
  • 147 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q4 2025.

Based on O'Shaughnessy Asset Management's 13F filing for Q4 2025, filed 11 Feb 2026.