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 Q3	$216K	Sell	2,155 -57	-3%	-$5.71K	0.01%	537
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

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

RHL Group Holly, Michigan $149M AUM 28.02% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

Guild Investment Management Los Angeles, California $157M AUM 19.25% 1-Year Est. Return

Advisor OS's CLIP Position: Q3 2026 in Review

Advisor OS reduced its Global X 1-3 Month T-Bill ETF (CLIP) stake by 2.6% in Q3 2026, selling an estimated $5.71K and leaving 2,155 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #537.

Advisor OS first reported a position in CLIP in Q1 2025 and has held it in 7 quarters since. The position peaked at $41.2M in Q3 2025. 83 funds tracked by Wall St. Rank hold CLIP as of Q3 2026.

Advisor OS held 2,155 shares of Global X 1-3 Month T-Bill ETF worth $216K as of Q3 2026.
Advisor OS sold 57 Global X 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $5.71K.
Global X 1-3 Month T-Bill ETF made up 0.01% of Advisor OS's portfolio in Q3 2026, its #537 holding.
Advisor OS first reported a position in Global X 1-3 Month T-Bill ETF in Q1 2025 and has held it in 7 quarters since.
Advisor OS's Global X 1-3 Month T-Bill ETF position peaked at $41.2M in Q3 2025.
83 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q3 2026.

Based on Advisor OS's 13F filing for Q3 2026, filed 3 Nov 2026.