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 Q2	$88M	Buy	877,262 +43,921	+5%	+$4.4M	1.16%	17
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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Capital Investment Advisors's CLIP Position: Q2 2026 in Review

Capital Investment Advisors increased its Global X 1-3 Month T-Bill ETF (CLIP) stake by 5.3% in Q2 2026, buying an estimated $4.4M and bringing the position to 877,262 shares worth $88M. The position accounts for 1.16% of the portfolio, ranked #17.

Capital Investment Advisors first reported a position in CLIP in Q1 2025 and has held it in 6 quarters since. 159 funds tracked by Wall St. Rank hold CLIP as of Q2 2026.

Capital Investment Advisors held 877,262 shares of Global X 1-3 Month T-Bill ETF worth $88M as of Q2 2026.
Capital Investment Advisors bought 43,921 Global X 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $4.4M.
Global X 1-3 Month T-Bill ETF made up 1.16% of Capital Investment Advisors's portfolio in Q2 2026, its #17 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 6 quarters since.
159 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.