CLIP — GLOBAL X FDS

Ownership history in Advisor OS, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Advisor OS, LLC reported a position in GLOBAL X FDS (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
3.55% (2025 Q3)
Avg. % of fund
2.46%
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 355,079 -54,822 -13.4% 2.86% $35.5M $99.50
2025 Q3 ADDED 409,901 +64,640 +18.7% 3.55% $41.2M $98.50
2025 Q2 ADDED 345,261 +342,810 +13986.5% 3.41% $34.7M $97.46
2025 Q1 INITIATED 2,451 — — 0.03% $246K $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% Life Planning Partners, Inc 3Y 2.72% 49 WEALTH MANAGEMENT, LLC 2.47% Curtis Advisory Group, LLC 3Y 2.46%
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