CLIP — GLOBAL X FDS

Ownership history in Pasadena Private Wealth, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Pasadena Private 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
6.49% (2025 Q2)
Avg. % of fund
4.76%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 210,218 -167,896 -44.4% 3.04% $21.1M $98.50
2025 Q2 INITIATED 378,114 — — 6.49% $38.0M $97.46
% 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% 49 WEALTH MANAGEMENT, LLC 2.47%
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