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
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

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
RG
RHL Group Holly, Michigan $117M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AE Wealth Management's CLIP Position: Q1 2026 in Review

AE Wealth Management held its Global X 1-3 Month T-Bill ETF (CLIP) position steady in Q1 2026 at 187 shares worth $18.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2160.

AE Wealth Management first reported a position in CLIP in Q3 2025 and has held it in 3 quarters since. The position peaked at $51.4K in Q3 2025. 144 funds tracked by Wall St. Rank hold CLIP as of Q1 2026.

  • AE Wealth Management held 187 shares of Global X 1-3 Month T-Bill ETF worth $18.8K as of Q1 2026.
  • AE Wealth Management left its Global X 1-3 Month T-Bill ETF share count unchanged in Q1 2026.
  • Global X 1-3 Month T-Bill ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2160 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 3 quarters since.
  • AE Wealth Management's Global X 1-3 Month T-Bill ETF position peaked at $51.4K in Q3 2025.
  • 144 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.