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Running Point Capital Advisors’s Global X 1-3 Month T-Bill ETF CLIP Stock Holding History

Running Point Capital 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
2025
Q4 		$3.67M Buy
36,693
+8,448
+30% +$847K 1% 24
2025
Q3 		$2.84M Sell
28,245
-4,693
-14% -$470K 0.76% 28
2025
Q2 		$3.31M Buy
32,938
+11,603
+54% +$1.16M 0.91% 25
2025
Q1 		$2.14M Buy
+21,335
New +$2.14M 0.68% 34

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

Running Point Capital Advisors's CLIP Position: Q4 2025 in Review

Running Point Capital Advisors increased its Global X 1-3 Month T-Bill ETF (CLIP) stake by 30% in Q4 2025, buying an estimated $847K and bringing the position to 36,693 shares worth $3.67M. The position accounts for 1% of the portfolio, ranked #24.

Running Point Capital Advisors first reported a position in CLIP in Q1 2025 and has held it in 4 quarters since. 147 funds tracked by Wall St. Rank hold CLIP as of Q4 2025.

  • Running Point Capital Advisors held 36,693 shares of Global X 1-3 Month T-Bill ETF worth $3.67M as of Q4 2025.
  • Running Point Capital Advisors bought 8,448 Global X 1-3 Month T-Bill ETF shares in Q4 2025, an estimated $847K.
  • Global X 1-3 Month T-Bill ETF made up 1% of Running Point Capital Advisors's portfolio in Q4 2025, its #24 holding.
  • Running Point Capital Advisors first reported a position in Global X 1-3 Month T-Bill ETF in Q1 2025 and has held it in 4 quarters since.
  • 147 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.