K2 Financial Inc. CLIP β€” GLOBAL X FDS

Ownership history in K2 Financial Inc.  Β·  5 quarters on record

AI Ownership Summary

K2 Financial Inc. reported GLOBAL X FDS (CLIP) in 5 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.65% in 2025 Q1. The latest visible filing shows CLIP at 0.35% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CLIP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was K2 Financial Inc.'s position in GLOBAL X FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CLIP was reported at 0.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.65% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CLIP stock page K2 Financial Inc. fund profile K2 Financial Inc. full holdings
How K2 Financial Inc. held CLIP β€” position size vs. price
% of Fund (quarterly)    CLIP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 4,840 -1,222 -20.2% 0.35% $485K 2026-04-29 $100.34
2025 Q4 REDUCED β€” β€” β€” 6,062 -196 -3.1% 0.47% $607K 2026-01-22 $99.38
2025 Q2 REDUCED 5.3% +1.1% ❌ 6,258 -350 -5.3% 0.55% $627K 2025-07-17 $97.34
2025 Q1 ADDED β€” β€” β€” 6,608 +95 +1.5% 0.65% $663K 2025-04-25 $96.45
2024 Q4 INITIATED β€” β€” β€” 6,513 β€” β€” 0.65% $653K 2025-02-07 $95.59

🏒 Other funds also holding CLIP

As of 2026 Q1 β€” sorted by position size

APS Management Group, Inc. 10.15% Guild Investment Management, Inc. 3Y 7Y 9.44% STAPP WEALTH MANAGEMENT, PLLC 3Y 8.29% Global X Japan Co., Ltd. 6.3% Peterson Wealth Advisors, LLC 3Y 7Y 3.17% Life Planning Partners, Inc 3Y 2.72% Accurate Wealth Management, LLC 3Y 2.2% Pacific Sage Partners, LLC 3Y 2.17% Maridea Wealth Management LLC 1.89% DENVER WEALTH MANAGEMENT, INC. 3Y 1.73%

FAQ About K2 Financial Inc. and CLIP

These are the practical questions this page is built to answer before you even open the full history table.

How long has K2 Financial Inc. reported owning CLIP?

K2 Financial Inc. reported CLIP across 5 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported CLIP position in K2 Financial Inc.'s portfolio?

The largest reported portfolio weight for CLIP was 0.65% in 2025 Q1.

What is the latest reported CLIP position on this page?

The most recent filing on this page is 2026 Q1, when K2 Financial Inc. reported 4,840 shares, equal to 0.35% of portfolio, with an estimated market value of $485K.

What does the chart on this CLIP ownership page compare?

The chart compares K2 Financial Inc.'s quarterly CLIP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did K2 Financial Inc. time their CLIP position?

Based on 13F filing dates vs. subsequent CLIP price moves, K2 Financial Inc. correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on CLIP relative to SPY over the holding period was -10.5%.

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