Carson Wealth (CWM LLC)’s Global X 1-3 Month T-Bill ETF CLIP Stock Holding History

Carson Wealth (CWM LLC)’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	$1.3K	Hold	13	–	–	﹤0.01%	5360
2025 Q4	$1K	Hold	13	–	–	﹤0.01%	5183
2025 Q3	$1K	Hold	13	–	–	﹤0.01%	5092
2025 Q2	$1K	Buy	13 +1	+8%	+$100	﹤0.01%	4980
2025 Q1	$1K	Hold	12	–	–	﹤0.01%	4877
2024 Q4	$1K	Hold	12	–	–	﹤0.01%	4675
2024 Q3	$1K	Hold	12	–	–	﹤0.01%	4535
2024 Q2	$1K	Sell	12 -1	-8%	-$100	﹤0.01%	4339
2024 Q1	$1K	Buy	13 +3	+30%	+$301	﹤0.01%	4098
2023 Q4	$1K	Buy	+10	New	+$1K	﹤0.01%	3916

Other funds holding CLIP

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $2.24B AUM 16.9% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CLIP Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Global X 1-3 Month T-Bill ETF (CLIP) position steady in Q1 2026 at 13 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #5360.

Carson Wealth (CWM LLC) first reported a position in CLIP in Q4 2023 and has held it in 10 quarters since. 144 funds tracked by Wall St. Rank hold CLIP as of Q1 2026.

Carson Wealth (CWM LLC) held 13 shares of Global X 1-3 Month T-Bill ETF worth $1.3K as of Q1 2026.
Carson Wealth (CWM LLC) left its Global X 1-3 Month T-Bill ETF share count unchanged in Q1 2026.
Global X 1-3 Month T-Bill ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5360 holding.
Carson Wealth (CWM LLC) first reported a position in Global X 1-3 Month T-Bill ETF in Q4 2023 and has held it in 10 quarters since.
144 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.