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

Prosperity Wealth 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
2024
Q1 		– Sell
-16,649
Closed -$1.67M – 174
2023
Q4 		$1.67M Buy
+16,649
New +$1.67M 1.08% 19

Other funds holding CLIP

FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AW
Alaethes Wealth Glenbrook, Nevada $351M AUM 22.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Prosperity Wealth Management's CLIP Position: Q1 2024 in Review

Prosperity Wealth Management sold out of Global X 1-3 Month T-Bill ETF (CLIP) in Q1 2024, closing a stake of 16,649 shares — an estimated $1.67M sold.

Prosperity Wealth Management first reported a position in CLIP in Q4 2023 and held it in 1 quarter. The position peaked at $1.67M in Q4 2023. 39 funds tracked by Wall St. Rank hold CLIP as of Q1 2024.

  • Prosperity Wealth Management reported no remaining Global X 1-3 Month T-Bill ETF position as of Q1 2024 after selling out during the quarter.
  • Prosperity Wealth Management sold 16,649 Global X 1-3 Month T-Bill ETF shares in Q1 2024, an estimated $1.67M.
  • Prosperity Wealth Management first reported a position in Global X 1-3 Month T-Bill ETF in Q4 2023 and held it in 1 quarter.
  • Prosperity Wealth Management's Global X 1-3 Month T-Bill ETF position peaked at $1.67M in Q4 2023.
  • 39 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q1 2024.

Based on Prosperity Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.