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CLIPCLIP
2 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in GLOBAL X 1-3 MONTH T-BILL ETF

EP Wealth Advisors, LLC holds 94,206 shares of CLIP (GLOBAL X 1-3 MONTH T-BILL ETF), worth $9.5M as of 2026-Q2. The position was decreased (-2.8% shares). CLIP represents 0.0% of EP Wealth Advisors, LLC's portfolio.

Current Value

$9.5M

Current Shares

94,206

Total Value Change

-$275,377

Total Shares Change

-2,725

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
94,206
-2.8%
$9.5M0.0%$99.73
0
2026-Q1
New
96,931
-
$9.7M0.0%$98.84
38

Other major holders of CLIP: LPL Financial LLC, SEI INVESTMENTS CO

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