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

Talon Private Wealth’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 Q2	$268K	Buy	+2,672	New	+$268K	0.04%	155

Other funds holding CLIP

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

4WM

49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

PPW

Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return

MJP Associates Farmington, Connecticut $824M AUM 14.86% 1-Year Est. Return

Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

PWA

Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Talon Private Wealth's CLIP Position: Q2 2025 in Review

Talon Private Wealth opened a new position in Global X 1-3 Month T-Bill ETF (CLIP) in Q2 2025: 2,672 shares worth $268K. The stake represents 0.04% of the portfolio and ranks #155 among its holdings.

123 funds tracked by Wall St. Rank hold CLIP as of Q2 2025.

Talon Private Wealth held 2,672 shares of Global X 1-3 Month T-Bill ETF worth $268K as of Q2 2025.
Global X 1-3 Month T-Bill ETF was a new Talon Private Wealth position in Q2 2025.
Global X 1-3 Month T-Bill ETF made up 0.04% of Talon Private Wealth's portfolio in Q2 2025, its #155 holding.
123 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q2 2025.

Based on Talon Private Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.