CFFP
CLIP icon

Center for Financial Planning’s Global X 1-3 Month T-Bill ETF CLIP Stock Holding History

Center for Financial Planning’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 		$113K Hold
1,124
– – 0.01% 227
2026
Q1 		$113K Hold
1,124
– – 0.01% 219
2025
Q4 		$113K Buy
+1,124
New +$113K 0.01% 213

Other funds holding CLIP

GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 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
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
Mirae Asset Global Investments
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

Center for Financial Planning's CLIP Position: Q2 2026 in Review

Center for Financial Planning held its Global X 1-3 Month T-Bill ETF (CLIP) position steady in Q2 2026 at 1,124 shares worth $113K. The position accounts for 0.01% of the portfolio, ranked #227.

Center for Financial Planning first reported a position in CLIP in Q4 2025 and has held it in 3 quarters since. The position peaked at $113K in Q1 2026. 160 funds tracked by Wall St. Rank hold CLIP as of Q2 2026.

  • Center for Financial Planning held 1,124 shares of Global X 1-3 Month T-Bill ETF worth $113K as of Q2 2026.
  • Center for Financial Planning left its Global X 1-3 Month T-Bill ETF share count unchanged in Q2 2026.
  • Global X 1-3 Month T-Bill ETF made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #227 holding.
  • Center for Financial Planning first reported a position in Global X 1-3 Month T-Bill ETF in Q4 2025 and has held it in 3 quarters since.
  • Center for Financial Planning's Global X 1-3 Month T-Bill ETF position peaked at $113K in Q1 2026.
  • 160 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.