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

AE 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 		$27.3K Buy
272
+85
+45% +$8.52K ﹤0.01% 2200
2026
Q1 		$18.8K Hold
187
– – ﹤0.01% 2160
2025
Q4 		$18.7K Sell
187
-325
-63% -$32.6K ﹤0.01% 2042
2025
Q3 		$51.4K Buy
+512
New +$51.3K ﹤0.01% 1709

Other funds holding CLIP

GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
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
RG
RHL Group Holly, Michigan $120M AUM
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
Mirae Asset Global Investments
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

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

AE Wealth Management increased its Global X 1-3 Month T-Bill ETF (CLIP) stake by 45% in Q2 2026, buying an estimated $8.52K and bringing the position to 272 shares worth $27.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2200.

AE Wealth Management first reported a position in CLIP in Q3 2025 and has held it in 4 quarters since. The position peaked at $51.4K in Q3 2025. 160 funds tracked by Wall St. Rank hold CLIP as of Q2 2026.

  • AE Wealth Management held 272 shares of Global X 1-3 Month T-Bill ETF worth $27.3K as of Q2 2026.
  • AE Wealth Management bought 85 Global X 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $8.52K.
  • Global X 1-3 Month T-Bill ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2200 holding.
  • AE Wealth Management first reported a position in Global X 1-3 Month T-Bill ETF in Q3 2025 and has held it in 4 quarters since.
  • AE Wealth Management's Global X 1-3 Month T-Bill ETF position peaked at $51.4K in Q3 2025.
  • 160 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.