Advisor OS’s Global X 1-3 Month T-Bill ETF CLIP Stock Holding History

Advisor OS’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	$222K	Sell	2,212 -533	-19%	-$53.4K	0.01%	532
2026 Q1	$275K	Sell	2,745 -352,334	-99%	-$35.3M	0.02%	449
2025 Q4	$35.5M	Sell	355,079 -54,822	-13%	-$5.5M	2.86%	6
2025 Q3	$41.2M	Buy	409,901 +64,640	+19%	+$6.48M	3.55%	6
2025 Q2	$34.7M	Buy	345,261 +342,810	+13,987%	+$34.4M	3.41%	6
2025 Q1	$246K	Buy	+2,451	New	+$246K	0.03%	367

Other funds holding CLIP

GXJ

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

RHL Group Holly, Michigan $120M AUM

PWA

Peterson Wealth Advisors Orem, Utah $846M AUM 17.33% 1-Year Est. Return

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

Advisor OS's CLIP Position: Q2 2026 in Review

Advisor OS reduced its Global X 1-3 Month T-Bill ETF (CLIP) stake by 19% in Q2 2026, selling an estimated $53.4K and leaving 2,212 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #532.

Advisor OS first reported a position in CLIP in Q1 2025 and has held it in 6 quarters since. The position peaked at $41.2M in Q3 2025. 159 funds tracked by Wall St. Rank hold CLIP as of Q2 2026.

Advisor OS held 2,212 shares of Global X 1-3 Month T-Bill ETF worth $222K as of Q2 2026.
Advisor OS sold 533 Global X 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $53.4K.
Global X 1-3 Month T-Bill ETF made up 0.01% of Advisor OS's portfolio in Q2 2026, its #532 holding.
Advisor OS first reported a position in Global X 1-3 Month T-Bill ETF in Q1 2025 and has held it in 6 quarters since.
Advisor OS's Global X 1-3 Month T-Bill ETF position peaked at $41.2M in Q3 2025.
159 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.