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

Belpointe Asset 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	$5.57M	Sell	55,539 -6,088	-10%	-$610K	0.2%	92
2025 Q4	$6.17M	Sell	61,627 -58,735	-49%	-$5.89M	0.22%	76
2025 Q3	$12.1M	Buy	120,362 +17,582	+17%	+$1.76M	0.46%	44
2025 Q2	$10.3M	Sell	102,780 -86,316	-46%	-$8.65M	0.43%	43
2025 Q1	$19M	Buy	+189,096	New	+$19M	0.99%	18
2024 Q4	–	Sell	-7,331	Closed	-$737K	–	873
2024 Q3	$737K	Buy	+7,331	New	+$735K	0.04%	395

Other funds holding CLIP

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

RHL Group Holly, Michigan $117M AUM

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Belpointe Asset Management's CLIP Position: Q1 2026 in Review

Belpointe Asset Management reduced its Global X 1-3 Month T-Bill ETF (CLIP) stake by 9.9% in Q1 2026, selling an estimated $610K and leaving 55,539 shares worth $5.57M. The position accounts for 0.2% of the portfolio, ranked #92.

Belpointe Asset Management first reported a position in CLIP in Q3 2024 and has held it in 6 quarters since. The position peaked at $19M in Q1 2025. 144 funds tracked by Wall St. Rank hold CLIP as of Q1 2026.

Belpointe Asset Management held 55,539 shares of Global X 1-3 Month T-Bill ETF worth $5.57M as of Q1 2026.
Belpointe Asset Management sold 6,088 Global X 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $610K.
Global X 1-3 Month T-Bill ETF made up 0.2% of Belpointe Asset Management's portfolio in Q1 2026, its #92 holding.
Belpointe Asset Management first reported a position in Global X 1-3 Month T-Bill ETF in Q3 2024 and has held it in 6 quarters since.
Belpointe Asset Management's Global X 1-3 Month T-Bill ETF position peaked at $19M in Q1 2025.
144 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.