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Calton & Associates’s Global X 1-3 Month T-Bill ETF CLIP Stock Holding History

Calton & Associates’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
2025
Q4 		– Sell
-2,305
Closed -$231K – 453
2025
Q3 		$231K Buy
+2,305
New +$231K 0.03% 373
2025
Q2 		– Sell
-2,972
Closed -$299K – 393
2025
Q1 		$299K Buy
+2,972
New +$298K 0.07% 241

Other funds holding CLIP

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
AO
Advisor OS Chicago, Illinois $1.5B AUM 21.75% 1-Year Est. Return
MA
MJP Associates Farmington, Connecticut $914M AUM 20.8% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
4WM
49 Wealth Management Austin, Texas $524M AUM 16.59% 1-Year Est. Return

Calton & Associates's CLIP Position: Q4 2025 in Review

Calton & Associates sold out of Global X 1-3 Month T-Bill ETF (CLIP) in Q4 2025, closing a stake of 2,305 shares — an estimated $231K sold.

Calton & Associates first reported a position in CLIP in Q1 2025 and held it in 2 quarters. The position peaked at $299K in Q1 2025. 147 funds tracked by Wall St. Rank hold CLIP as of Q4 2025.

  • Calton & Associates reported no remaining Global X 1-3 Month T-Bill ETF position as of Q4 2025 after selling out during the quarter.
  • Calton & Associates sold 2,305 Global X 1-3 Month T-Bill ETF shares in Q4 2025, an estimated $231K.
  • Calton & Associates first reported a position in Global X 1-3 Month T-Bill ETF in Q1 2025 and held it in 2 quarters.
  • Calton & Associates's Global X 1-3 Month T-Bill ETF position peaked at $299K in Q1 2025.
  • 147 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q4 2025.

Based on Calton & Associates's 13F filing for Q4 2025, filed 10 Feb 2026.