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

WealthPlan Investment 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
2025
Q1 		– Sell
-78,336
Closed -$7.84M – 271
2024
Q4 		$7.84M Buy
+78,336
New +$7.86M 0.77% 46

Other funds holding CLIP

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CAM
Creekmur Asset Management Morton, Illinois $1.33M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
4WM
49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

WealthPlan Investment Management's CLIP Position: Q1 2025 in Review

WealthPlan Investment Management sold out of Global X 1-3 Month T-Bill ETF (CLIP) in Q1 2025, closing a stake of 78,336 shares — an estimated $7.84M sold.

WealthPlan Investment Management first reported a position in CLIP in Q4 2024 and held it in 1 quarter. The position peaked at $7.84M in Q4 2024. 120 funds tracked by Wall St. Rank hold CLIP as of Q1 2025.

  • WealthPlan Investment Management reported no remaining Global X 1-3 Month T-Bill ETF position as of Q1 2025 after selling out during the quarter.
  • WealthPlan Investment Management sold 78,336 Global X 1-3 Month T-Bill ETF shares in Q1 2025, an estimated $7.84M.
  • WealthPlan Investment Management first reported a position in Global X 1-3 Month T-Bill ETF in Q4 2024 and held it in 1 quarter.
  • WealthPlan Investment Management's Global X 1-3 Month T-Bill ETF position peaked at $7.84M in Q4 2024.
  • 120 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q1 2025.

Based on WealthPlan Investment Management's 13F filing for Q1 2025, filed 12 May 2025.