SEC 13F Intelligence

Stapp Wealth Management, Pllc / CLIP

Stapp Wealth Management, Pllc’s Global X Fds Position

Does Stapp Wealth Management, Pllc own Global X Fds (CLIP)? Yes — 64.7K shares worth $6M (+8.29% of its 13F portfolio) as of Q1 2026, down from 108.9K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
64.7K
% of Portfolio
+8.29%
Quarters Held
5
currently held

Position History CLIP

Reported value by quarter
Q1 ’25: $10MQ1 ’25Q2 ’25: $12MQ2 ’25Q3 ’25: $11MQ3 ’25Q4 ’25: $11MQ4 ’25Q1 ’26: $6MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202664.7K$6M+8.29%
Q4 2025108.9K$11M+14.04%
Q3 2025106.0K$11M+14.29%
Q2 2025121.2K$12M+17.51%
Q1 2025100.9K$10M+15.61%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Stapp Wealth Management, Pllc’s full portfolio or all institutional holders of CLIP.