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

Accurate 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 Q2	$21.3M	Buy	212,895 +30,512	+17%	+$3.06M	2.03%	6
2026 Q1	$18.3M	Sell	182,383 -132,489	-42%	-$13.3M	2.2%	4
2025 Q4	$31.6M	Sell	314,872 -74,381	-19%	-$7.46M	4%	1
2025 Q3	$39M	Buy	389,253 +107,870	+38%	+$10.8M	5.2%	1
2025 Q2	$28.2M	Sell	281,383 -50,526	-15%	-$5.06M	4.31%	1
2025 Q1	$33.3M	Buy	331,909 +85,250	+35%	+$8.55M	6.35%	1
2024 Q4	$24.7M	Buy	246,659 +4,167	+2%	+$418K	4.74%	1
2024 Q3	$24.3M	Buy	+242,492	New	+$24.3M	4.88%	1

Other funds holding CLIP

GXJ

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

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

GIM

Guild Investment Management Los Angeles, California $146M AUM 22.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

AIS

Altium Investment Strategies Wesley Chapel, Florida $69.4M AUM

AMG

APS Management Group Torrance, California $130M AUM 17.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return

Accurate Wealth Management's CLIP Position: Q2 2026 in Review

Accurate Wealth Management increased its Global X 1-3 Month T-Bill ETF (CLIP) stake by 17% in Q2 2026, buying an estimated $3.06M and bringing the position to 212,895 shares worth $21.3M. The position accounts for 2.03% of the portfolio, ranked #6.

Accurate Wealth Management first reported a position in CLIP in Q3 2024 and has held it in 8 quarters since. The position peaked at $39M in Q3 2025. 47 funds tracked by Wall St. Rank hold CLIP as of Q2 2026.

Accurate Wealth Management held 212,895 shares of Global X 1-3 Month T-Bill ETF worth $21.3M as of Q2 2026.
Accurate Wealth Management bought 30,512 Global X 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $3.06M.
Global X 1-3 Month T-Bill ETF made up 2.03% of Accurate Wealth Management's portfolio in Q2 2026, its #6 holding.
Accurate Wealth Management first reported a position in Global X 1-3 Month T-Bill ETF in Q3 2024 and has held it in 8 quarters since.
Accurate Wealth Management's Global X 1-3 Month T-Bill ETF position peaked at $39M in Q3 2025.
47 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.