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

Aureum 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	$304K	Sell	3,030 -3,748	-55%	-$376K	0.19%	52
2026 Q1	$680K	Buy	+6,778	New	+$679K	0.47%	35

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

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

Aureum Wealth Management reduced its Global X 1-3 Month T-Bill ETF (CLIP) stake by 55% in Q2 2026, selling an estimated $376K and leaving 3,030 shares worth $304K. The position accounts for 0.19% of the portfolio, ranked #52.

Aureum Wealth Management first reported a position in CLIP in Q1 2026 and has held it in 2 quarters since. The position peaked at $680K in Q1 2026. 158 funds tracked by Wall St. Rank hold CLIP as of Q2 2026.

Aureum Wealth Management held 3,030 shares of Global X 1-3 Month T-Bill ETF worth $304K as of Q2 2026.
Aureum Wealth Management sold 3,748 Global X 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $376K.
Global X 1-3 Month T-Bill ETF made up 0.19% of Aureum Wealth Management's portfolio in Q2 2026, its #52 holding.
Aureum Wealth Management first reported a position in Global X 1-3 Month T-Bill ETF in Q1 2026 and has held it in 2 quarters since.
Aureum Wealth Management's Global X 1-3 Month T-Bill ETF position peaked at $680K in Q1 2026.
158 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q2 2026.

Based on Aureum Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.