RJFSA
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Raymond James Financial Services Advisors’s Global X 1-3 Month T-Bill ETF CLIP Stock Holding History

Raymond James Financial Services Advisors’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
Q3 		$391K Sell
3,893
-161
-4% -$16.1K ﹤0.01% 2782
2024
Q2 		$407K Sell
4,054
-149
-4% -$14.9K ﹤0.01% 2676
2024
Q1 		$422K Sell
4,203
-721
-15% -$72.3K ﹤0.01% 2632
2023
Q4 		$493K Buy
+4,924
New +$494K ﹤0.01% 2433

Other funds holding CLIP

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CAM
Creekmur Asset Management Morton, Illinois $2.07M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return
CAG
Curtis Advisory Group Santa Barbara, California $515M AUM 19.66% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
AW
Alaethes Wealth Glenbrook, Nevada $351M AUM 22.79% 1-Year Est. Return

Raymond James Financial Services Advisors's CLIP Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Global X 1-3 Month T-Bill ETF (CLIP) stake by 4% in Q3 2024, selling an estimated $16.1K and leaving 3,893 shares worth $391K. The position accounts for ﹤0.01% of the portfolio, ranked #2782.

Raymond James Financial Services Advisors first reported a position in CLIP in Q4 2023 and has held it in 4 quarters since. The position peaked at $493K in Q4 2023. 84 funds tracked by Wall St. Rank hold CLIP as of Q3 2024.

  • Raymond James Financial Services Advisors held 3,893 shares of Global X 1-3 Month T-Bill ETF worth $391K as of Q3 2024.
  • Raymond James Financial Services Advisors sold 161 Global X 1-3 Month T-Bill ETF shares in Q3 2024, an estimated $16.1K.
  • Global X 1-3 Month T-Bill ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2782 holding.
  • Raymond James Financial Services Advisors first reported a position in Global X 1-3 Month T-Bill ETF in Q4 2023 and has held it in 4 quarters since.
  • Raymond James Financial Services Advisors's Global X 1-3 Month T-Bill ETF position peaked at $493K in Q4 2023.
  • 84 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.