Capital Investment Advisors’s Global X 1-3 Month T-Bill ETF CLIP Stock Holding History

Capital Investment Advisors’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	$83.6M	Buy	833,341 +113,805	+16%	+$11.4M	1.22%	18
2025 Q4	$72M	Buy	719,536 +194,179	+37%	+$19.5M	1.1%	23
2025 Q3	$52.8M	Buy	525,357 +101,878	+24%	+$10.2M	0.87%	36
2025 Q2	$42.5M	Buy	423,479 +215,992	+104%	+$21.6M	0.76%	38
2025 Q1	$20.8M	Buy	+207,487	New	+$20.8M	0.41%	65

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

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 $299B AUM 28.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Capital Investment Advisors's CLIP Position: Q1 2026 in Review

Capital Investment Advisors increased its Global X 1-3 Month T-Bill ETF (CLIP) stake by 16% in Q1 2026, buying an estimated $11.4M and bringing the position to 833,341 shares worth $83.6M. The position accounts for 1.22% of the portfolio, ranked #18.

Capital Investment Advisors first reported a position in CLIP in Q1 2025 and has held it in 5 quarters since. 144 funds tracked by Wall St. Rank hold CLIP as of Q1 2026.

Capital Investment Advisors held 833,341 shares of Global X 1-3 Month T-Bill ETF worth $83.6M as of Q1 2026.
Capital Investment Advisors bought 113,805 Global X 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $11.4M.
Global X 1-3 Month T-Bill ETF made up 1.22% of Capital Investment Advisors's portfolio in Q1 2026, its #18 holding.
Capital Investment Advisors first reported a position in Global X 1-3 Month T-Bill ETF in Q1 2025 and has held it in 5 quarters since.
144 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.