CLIP — GLOBAL X 1-3 MONTH T-BILL ETF

Ownership history in 49 WEALTH MANAGEMENT, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which 49 WEALTH MANAGEMENT, LLC reported a position in GLOBAL X 1-3 MONTH T-BILL ETF (CLIP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
6.78% (2025 Q2)
Avg. % of fund
4.63%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 303,414 -164,317 -35.1% 2.47% $30.4M $99.50
2025 Q3 REDUCED 467,731 -166,303 -26.2% 4.43% $47.0M $98.50
2025 Q2 ADDED 634,034 +232,538 +57.9% 6.78% $63.7M $97.46
2025 Q1 INITIATED 401,496 — — 4.86% $40.3M $96.47
% of Fund (quarterly)    CLIP price (monthly, adj. close)

Other funds also holding CLIP

As of 2025 Q4 — sorted by position size

STAPP WEALTH MANAGEMENT, PLLC 3Y 14.04% Guild Investment Management, Inc. 3Y 7Y 8.37% Financial Network Wealth Advisors LLC 6.02% MJP ASSOCIATES INC /ADV 3Y 4.45% Accurate Wealth Management, LLC 3Y 4.0% Peterson Wealth Advisors, LLC 3Y 7Y 3.26% Alaethes Wealth, LLC 3Y 2.99% Advisor OS, LLC 3Y 2.86% Life Planning Partners, Inc 3Y 2.72% Curtis Advisory Group, LLC 3Y 2.46%
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