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Prospera Financial Services’s Global X 1-3 Month T-Bill ETF CLIP Stock Holding History

Prospera Financial Services’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
Q3 		– Sell
-4,450
Closed -$447K – 1365
2025
Q2 		$447K Sell
4,450
-100
-2% -$10K 0.01% 952
2025
Q1 		$457K Sell
4,550
-300
-6% -$30.1K 0.01% 812
2024
Q4 		$485K Sell
4,850
-275
-5% -$27.6K 0.01% 754
2024
Q3 		$515K Hold
5,125
– – 0.01% 714
2024
Q2 		$515K Hold
5,125
– – 0.01% 701
2024
Q1 		$515K Buy
+5,125
New +$514K 0.02% 706

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
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
4WM
49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return
MA
MJP Associates Farmington, Connecticut $824M AUM 14.86% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return

Prospera Financial Services's CLIP Position: Q3 2025 in Review

Prospera Financial Services sold out of Global X 1-3 Month T-Bill ETF (CLIP) in Q3 2025, closing a stake of 4,450 shares — an estimated $447K sold.

Prospera Financial Services first reported a position in CLIP in Q1 2024 and held it in 6 quarters. The position peaked at $515K in Q3 2024. 129 funds tracked by Wall St. Rank hold CLIP as of Q3 2025.

  • Prospera Financial Services reported no remaining Global X 1-3 Month T-Bill ETF position as of Q3 2025 after selling out during the quarter.
  • Prospera Financial Services sold 4,450 Global X 1-3 Month T-Bill ETF shares in Q3 2025, an estimated $447K.
  • Prospera Financial Services first reported a position in Global X 1-3 Month T-Bill ETF in Q1 2024 and held it in 6 quarters.
  • Prospera Financial Services's Global X 1-3 Month T-Bill ETF position peaked at $515K in Q3 2024.
  • 129 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q3 2025.

Based on Prospera Financial Services's 13F filing for Q3 2025, filed 6 Nov 2025.