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 Q3	$15.2M	Sell	151,892 -61,003	-29%	-$6.11M	1.31%	13
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

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Pacific Sage Partners Edmonds, Washington $772M AUM 11.42% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

APS Management Group Torrance, California $139M AUM 6.66% 1-Year Est. Return

AIS

Altium Investment Strategies Wesley Chapel, Florida $87.4M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Accurate Wealth Management's CLIP Position: Q3 2026 in Review

Accurate Wealth Management reduced its Global X 1-3 Month T-Bill ETF (CLIP) stake by 29% in Q3 2026, selling an estimated $6.11M and leaving 151,892 shares worth $15.2M. The position accounts for 1.31% of the portfolio, ranked #13.

Accurate Wealth Management first reported a position in CLIP in Q3 2024 and has held it in 9 quarters since. The position peaked at $39M in Q3 2025. 39 funds tracked by Wall St. Rank hold CLIP as of Q3 2026.

Accurate Wealth Management held 151,892 shares of Global X 1-3 Month T-Bill ETF worth $15.2M as of Q3 2026.
Accurate Wealth Management sold 61,003 Global X 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $6.11M.
Global X 1-3 Month T-Bill ETF made up 1.31% of Accurate Wealth Management's portfolio in Q3 2026, its #13 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 9 quarters since.
Accurate Wealth Management's Global X 1-3 Month T-Bill ETF position peaked at $39M in Q3 2025.
39 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.