PFGIA
CLIP icon

Patriot Financial Group Insurance Agency’s Global X 1-3 Month T-Bill ETF CLIP Stock Holding History

Patriot Financial Group Insurance Agency’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
Q2 		– Sell
-2,300
Closed -$231K – 490
2024
Q1 		$231K Buy
+2,300
New +$231K 0.04% 421

Other funds holding CLIP

GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAM
Creekmur Asset Management Morton, Illinois $1.33M AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
CAG
Curtis Advisory Group Santa Barbara, California $515M AUM 19.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
AW
Alaethes Wealth Glenbrook, Nevada $351M AUM 22.79% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CLIP Position: Q2 2024 in Review

Patriot Financial Group Insurance Agency sold out of Global X 1-3 Month T-Bill ETF (CLIP) in Q2 2024, closing a stake of 2,300 shares — an estimated $231K sold.

Patriot Financial Group Insurance Agency first reported a position in CLIP in Q1 2024 and held it in 1 quarter. The position peaked at $231K in Q1 2024. 54 funds tracked by Wall St. Rank hold CLIP as of Q2 2024.

  • Patriot Financial Group Insurance Agency reported no remaining Global X 1-3 Month T-Bill ETF position as of Q2 2024 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 2,300 Global X 1-3 Month T-Bill ETF shares in Q2 2024, an estimated $231K.
  • Patriot Financial Group Insurance Agency first reported a position in Global X 1-3 Month T-Bill ETF in Q1 2024 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's Global X 1-3 Month T-Bill ETF position peaked at $231K in Q1 2024.
  • 54 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q2 2024.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2024, filed 26 Jul 2024.