Cerity Partners
CLIP icon

Cerity Partners’s Global X 1-3 Month T-Bill ETF CLIP Stock Holding History

Cerity Partners’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 		$8.52M Sell
84,866
-6,374
-7% -$639K 0.01% 849
2026
Q1 		$9.16M Buy
+91,240
New +$9.15M 0.01% 736

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 $846M AUM 17.33% 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

Cerity Partners's CLIP Position: Q2 2026 in Review

Cerity Partners reduced its Global X 1-3 Month T-Bill ETF (CLIP) stake by 7% in Q2 2026, selling an estimated $639K and leaving 84,866 shares worth $8.52M. The position accounts for 0.01% of the portfolio, ranked #849.

Cerity Partners first reported a position in CLIP in Q1 2026 and has held it in 2 quarters since. The position peaked at $9.16M in Q1 2026. 158 funds tracked by Wall St. Rank hold CLIP as of Q2 2026.

  • Cerity Partners held 84,866 shares of Global X 1-3 Month T-Bill ETF worth $8.52M as of Q2 2026.
  • Cerity Partners sold 6,374 Global X 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $639K.
  • Global X 1-3 Month T-Bill ETF made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #849 holding.
  • Cerity Partners first reported a position in Global X 1-3 Month T-Bill ETF in Q1 2026 and has held it in 2 quarters since.
  • Cerity Partners's Global X 1-3 Month T-Bill ETF position peaked at $9.16M in Q1 2026.
  • 158 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.