STAPP WEALTH MANAGEMENT, PLLC CLIP β€” GLOBAL X FDS

Ownership history in STAPP WEALTH MANAGEMENT, PLLC  Β·  5 quarters on record

AI Ownership Summary

STAPP WEALTH MANAGEMENT, PLLC reported GLOBAL X FDS (CLIP) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 17.51% in 2025 Q2. The latest visible filing shows CLIP at 8.29% 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 STAPP WEALTH MANAGEMENT, PLLC'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 8.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
17.51% in 2025 Q2

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 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 STAPP WEALTH MANAGEMENT, PLLC fund profile STAPP WEALTH MANAGEMENT, PLLC full holdings
How STAPP WEALTH MANAGEMENT, PLLC 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€” 64,701 -44,222 -40.6% 8.29% $6.5M 2026-04-21 $99.97
2025 Q4 ADDED β€” β€” β€” 108,923 +2,958 +2.8% 14.04% $10.9M 2026-01-21 $99.07
2025 Q3 REDUCED 12.5% +1.0% ❌ 105,965 -15,194 -12.5% 14.29% $10.6M 2025-10-27 $98.18
2025 Q2 ADDED β€” β€” β€” 121,159 +20,263 +20.1% 17.51% $12.2M 2025-07-14 $97.01
2025 Q1 INITIATED β€” β€” β€” 100,896 β€” β€” 15.61% $10.1M 2025-04-22 $96.08

🏒 Other funds also holding CLIP

As of 2026 Q1 β€” sorted by position size

Altium Investment Strategies LLC 18.89% APS Management Group, Inc. 10.15% Guild Investment Management, Inc. 3Y 7Y 9.44% Creekmur Asset Management LLC 9.27% Global X Japan Co., Ltd. 6.3% Peterson Wealth Advisors, LLC 3Y 7Y 3.17% Life Planning Partners, Inc 3Y 2.72% Curtis Advisory Group, LLC 3Y 2.25% Accurate Wealth Management, LLC 3Y 2.2% Pacific Sage Partners, LLC 3Y 2.17%

FAQ About STAPP WEALTH MANAGEMENT, PLLC and CLIP

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

How long has STAPP WEALTH MANAGEMENT, PLLC reported owning CLIP?

STAPP WEALTH MANAGEMENT, PLLC reported CLIP across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported CLIP position in STAPP WEALTH MANAGEMENT, PLLC's portfolio?

The largest reported portfolio weight for CLIP was 17.51% in 2025 Q2.

What is the latest reported CLIP position on this page?

The most recent filing on this page is 2026 Q1, when STAPP WEALTH MANAGEMENT, PLLC reported 64,701 shares, equal to 8.29% of portfolio, with an estimated market value of $6.5M.

What does the chart on this CLIP ownership page compare?

The chart compares STAPP WEALTH MANAGEMENT, PLLC'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 STAPP WEALTH MANAGEMENT, PLLC time their CLIP position?

Based on 13F filing dates vs. subsequent CLIP price moves, STAPP WEALTH MANAGEMENT, PLLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on CLIP relative to SPY over the holding period was -23.0%.

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