CLIP — GLOBAL X FDS

Ownership history in Alaethes Wealth, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Alaethes Wealth, 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
4.26% (2025 Q1)
Avg. % of fund
3.18%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 105,641 -10,257 -8.9% 2.99% $10.6M $99.50
2025 Q3 ADDED 115,898 +778 +0.7% 3.30% $11.6M $98.50
2025 Q2 REDUCED 115,120 -751 -0.6% 3.45% $11.6M $97.46
2025 Q1 ADDED 115,871 +5,674 +5.1% 4.26% $11.6M $96.47
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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% Advisor OS, LLC 3Y 2.86% Life Planning Partners, Inc 3Y 2.72% 49 WEALTH MANAGEMENT, LLC 2.47% Curtis Advisory Group, LLC 3Y 2.46%
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