49 Wealth Management’s Global X 1-3 Month T-Bill ETF CLIP Stock Holding History

49 Wealth Management’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 Q1	$10.2M	Sell	102,092 -201,322	-66%	-$20.2M	0.77%	19
2025 Q4	$30.4M	Sell	303,414 -164,317	-35%	-$16.5M	2.47%	10
2025 Q3	$47M	Sell	467,731 -166,303	-26%	-$16.7M	4.43%	6
2025 Q2	$63.7M	Buy	634,034 +232,538	+58%	+$23.3M	6.78%	5
2025 Q1	$40.3M	Buy	+401,496	New	+$40.3M	4.86%	6

Other funds holding CLIP

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

RHL Group Holly, Michigan $117M AUM

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

49 Wealth Management's CLIP Position: Q1 2026 in Review

49 Wealth Management reduced its Global X 1-3 Month T-Bill ETF (CLIP) stake by 66% in Q1 2026, selling an estimated $20.2M and leaving 102,092 shares worth $10.2M. The position accounts for 0.77% of the portfolio, ranked #19.

49 Wealth Management first reported a position in CLIP in Q1 2025 and has held it in 5 quarters since. The position peaked at $63.7M in Q2 2025. 144 funds tracked by Wall St. Rank hold CLIP as of Q1 2026.

49 Wealth Management held 102,092 shares of Global X 1-3 Month T-Bill ETF worth $10.2M as of Q1 2026.
49 Wealth Management sold 201,322 Global X 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $20.2M.
Global X 1-3 Month T-Bill ETF made up 0.77% of 49 Wealth Management's portfolio in Q1 2026, its #19 holding.
49 Wealth Management first reported a position in Global X 1-3 Month T-Bill ETF in Q1 2025 and has held it in 5 quarters since.
49 Wealth Management's Global X 1-3 Month T-Bill ETF position peaked at $63.7M in Q2 2025.
144 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.