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

Pasadena Private Wealth’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
-210,218
Closed -$21.1M – 274
2025
Q3 		$21.1M Sell
210,218
-167,896
-44% -$16.8M 3.04% 6
2025
Q2 		$38M Buy
+378,114
New +$37.9M 6.49% 4

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

Pasadena Private Wealth's CLIP Position: Q4 2025 in Review

Pasadena Private Wealth sold out of Global X 1-3 Month T-Bill ETF (CLIP) in Q4 2025, closing a stake of 210,218 shares — an estimated $21.1M sold.

Pasadena Private Wealth first reported a position in CLIP in Q2 2025 and held it in 2 quarters. The position peaked at $38M in Q2 2025. 147 funds tracked by Wall St. Rank hold CLIP as of Q4 2025.

  • Pasadena Private Wealth reported no remaining Global X 1-3 Month T-Bill ETF position as of Q4 2025 after selling out during the quarter.
  • Pasadena Private Wealth sold 210,218 Global X 1-3 Month T-Bill ETF shares in Q4 2025, an estimated $21.1M.
  • Pasadena Private Wealth first reported a position in Global X 1-3 Month T-Bill ETF in Q2 2025 and held it in 2 quarters.
  • Pasadena Private Wealth's Global X 1-3 Month T-Bill ETF position peaked at $38M in Q2 2025.
  • 147 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q4 2025.

Based on Pasadena Private Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.