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

Wolf Group 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
2024
Q3 		– Sell
-5,800
Closed -$583K – 112
2024
Q2 		$583K Buy
+5,800
New +$582K 0.23% 88

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
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 $464M AUM 19.09% 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

Wolf Group Capital Advisors's CLIP Position: Q3 2024 in Review

Wolf Group Capital Advisors sold out of Global X 1-3 Month T-Bill ETF (CLIP) in Q3 2024, closing a stake of 5,800 shares — an estimated $583K sold.

Wolf Group Capital Advisors first reported a position in CLIP in Q2 2024 and held it in 1 quarter. The position peaked at $583K in Q2 2024. 84 funds tracked by Wall St. Rank hold CLIP as of Q3 2024.

  • Wolf Group Capital Advisors reported no remaining Global X 1-3 Month T-Bill ETF position as of Q3 2024 after selling out during the quarter.
  • Wolf Group Capital Advisors sold 5,800 Global X 1-3 Month T-Bill ETF shares in Q3 2024, an estimated $583K.
  • Wolf Group Capital Advisors first reported a position in Global X 1-3 Month T-Bill ETF in Q2 2024 and held it in 1 quarter.
  • Wolf Group Capital Advisors's Global X 1-3 Month T-Bill ETF position peaked at $583K in Q2 2024.
  • 84 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q3 2024.

Based on Wolf Group Capital Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.