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Compass Financial Services’s Global X 1-3 Month T-Bill ETF CLIP Stock Holding History

Compass Financial Services’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 		– Sell
-633
Closed -$63.3K – 85
2025
Q4 		$63.3K Buy
633
+7
+1% +$702 0.03% 88
2025
Q3 		$62.9K Buy
626
+206
+49% +$20.7K 0.03% 91
2025
Q2 		$42.2K Buy
420
+4
+1% +$401 0.02% 105
2025
Q1 		$41.8K Buy
416
+4
+1% +$401 0.02% 93
2024
Q4 		$41.2K Buy
+412
New +$41.3K 0.02% 75

Other funds holding CLIP

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SEI Investments
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 $2.07B AUM 16.66% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
RG
RHL Group Holly, Michigan $117M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Compass Financial Services's CLIP Position: Q1 2026 in Review

Compass Financial Services sold out of Global X 1-3 Month T-Bill ETF (CLIP) in Q1 2026, closing a stake of 633 shares — an estimated $63.3K sold.

Compass Financial Services first reported a position in CLIP in Q4 2024 and held it in 5 quarters. The position peaked at $63.3K in Q4 2025. 144 funds tracked by Wall St. Rank hold CLIP as of Q1 2026.

  • Compass Financial Services reported no remaining Global X 1-3 Month T-Bill ETF position as of Q1 2026 after selling out during the quarter.
  • Compass Financial Services sold 633 Global X 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $63.3K.
  • Compass Financial Services first reported a position in Global X 1-3 Month T-Bill ETF in Q4 2024 and held it in 5 quarters.
  • Compass Financial Services's Global X 1-3 Month T-Bill ETF position peaked at $63.3K in Q4 2025.
  • 144 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.