CLIP β€” GLOBAL X FDS

Ownership history in MJP ASSOCIATES INC /ADV  Β·  4 quarters on record

AI Ownership Summary

MJP ASSOCIATES INC /ADV reported GLOBAL X FDS (CLIP) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 5.29% in 2025 Q3. The latest visible filing shows CLIP at 4.45% 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 MJP ASSOCIATES INC /ADV'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
2025 Q4

CLIP was reported at 4.45% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.29% in 2025 Q3

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

Time in book
Holding Window
2025 Q1 to 2025 Q4

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.

How MJP ASSOCIATES INC /ADV held CLIP β€” position size vs. price
% of Fund (quarterly)    CLIP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 355,079 -45,131 -11.3% 4.45% $35.5M 2026-02-14 (Est.) $99.95
2025 Q3 ADDED 400,210 +46,171 +13.0% 5.29% $40.2M 2025-11-07 $98.95
2025 Q2 ADDED 354,039 +351,588 +14344.7% 5.27% $35.6M 2025-08-08 $97.91
2025 Q1 INITIATED 2,451 β€” β€” 0.04% $246K 2025-04-30 $96.76

FAQ About MJP ASSOCIATES INC /ADV and CLIP

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

How long has MJP ASSOCIATES INC /ADV reported owning CLIP?

MJP ASSOCIATES INC /ADV reported CLIP across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported CLIP position in MJP ASSOCIATES INC /ADV's portfolio?

The largest reported portfolio weight for CLIP was 5.29% in 2025 Q3.

What is the latest reported CLIP position on this page?

The most recent filing on this page is 2025 Q4, when MJP ASSOCIATES INC /ADV reported 355,079 shares, equal to 4.45% of portfolio, with an estimated market value of $35.5M.

What does the chart on this CLIP ownership page compare?

The chart compares MJP ASSOCIATES INC /ADV'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.

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