CLIP — GLOBAL X FDS

Ownership history in STAPP WEALTH MANAGEMENT, PLLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which STAPP WEALTH MANAGEMENT, PLLC 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
17.51% (2025 Q2)
Avg. % of fund
15.36%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 108,923 +2,958 +2.8% 14.04% $10.9M $99.50
2025 Q3 REDUCED 105,965 -15,194 -12.5% 14.29% $10.6M $98.50
2025 Q2 ADDED 121,159 +20,263 +20.1% 17.51% $12.2M $97.46
2025 Q1 INITIATED 100,896 — — 15.61% $10.1M $96.47
% of Fund (quarterly)    CLIP price (monthly, adj. close)

Other funds also holding CLIP

As of 2025 Q4 — sorted by position size

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% Curtis Advisory Group, LLC 3Y 2.46%
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