CWM
CLIP icon

Chicago Wealth Management’s Global X 1-3 Month T-Bill ETF CLIP Stock Holding History

Chicago Wealth Management’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 		$13M Buy
+129,887
New +$13M 4.62% 7
2025
Q4 		– Sell
-46,149
Closed -$4.63M – 54
2025
Q3 		$4.63M Buy
+46,149
New +$4.63M 2.02% 19

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

Chicago Wealth Management's CLIP Position: Q2 2026 in Review

Chicago Wealth Management opened a new position in Global X 1-3 Month T-Bill ETF (CLIP) in Q2 2026: 129,887 shares worth $13M. The stake represents 4.62% of the portfolio and ranks #7 among its holdings. This is a return to the name: Chicago Wealth Management previously reported a position in CLIP as recently as Q3 2025.

Chicago Wealth Management first reported a position in CLIP in Q3 2025 and has held it in 2 quarters since. 159 funds tracked by Wall St. Rank hold CLIP as of Q2 2026.

  • Chicago Wealth Management held 129,887 shares of Global X 1-3 Month T-Bill ETF worth $13M as of Q2 2026.
  • Global X 1-3 Month T-Bill ETF was a new Chicago Wealth Management position in Q2 2026.
  • Global X 1-3 Month T-Bill ETF made up 4.62% of Chicago Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Chicago Wealth Management first reported a position in Global X 1-3 Month T-Bill ETF in Q3 2025 and has held it in 2 quarters since.
  • 159 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q2 2026.

Based on Chicago Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.