CFI
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CARLSON FINANCIAL, INC.’s Global X 1-3 Month T-Bill ETF CLIP Stock Holding History

CARLSON FINANCIAL, INC.’s Portfolio CLIP Stock Details CLIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$210K Buy
2,088
+50
+2% +$5.01K 0.11% 182
2026
Q1 		$205K Buy
+2,038
New +$204K 0.12% 171

Other funds holding CLIP

GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
RG
RHL Group Holly, Michigan $120M AUM
PWA
Peterson Wealth Advisors Orem, Utah $846M AUM 17.33% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

CARLSON FINANCIAL, INC.'s CLIP Position: Q2 2026 in Review

CARLSON FINANCIAL, INC. increased its Global X 1-3 Month T-Bill ETF (CLIP) stake by 2.5% in Q2 2026, buying an estimated $5.01K and bringing the position to 2,088 shares worth $210K. The position accounts for 0.11% of the portfolio, ranked #182.

CARLSON FINANCIAL, INC. first reported a position in CLIP in Q1 2026 and has held it in 2 quarters since. 159 funds tracked by Wall St. Rank hold CLIP as of Q2 2026.

  • CARLSON FINANCIAL, INC. held 2,088 shares of Global X 1-3 Month T-Bill ETF worth $210K as of Q2 2026.
  • CARLSON FINANCIAL, INC. bought 50 Global X 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $5.01K.
  • Global X 1-3 Month T-Bill ETF made up 0.11% of CARLSON FINANCIAL, INC.'s portfolio in Q2 2026, its #182 holding.
  • CARLSON FINANCIAL, INC. first reported a position in Global X 1-3 Month T-Bill ETF in Q1 2026 and has held it in 2 quarters since.
  • 159 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q2 2026.

Based on CARLSON FINANCIAL, INC.'s 13F filing for Q2 2026, filed 24 Aug 2026.