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

Convergence Financial’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 		$11.5M Buy
114,886
+63,347
+123% +$6.35M 0.92% 32
2026
Q1 		$5.17M Sell
51,539
-12,595
-20% -$1.26M 0.55% 38
2025
Q4 		$6.42M Sell
64,134
-4,975
-7% -$499K 0.94% 30
2025
Q3 		$6.94M Buy
69,109
+18,545
+37% +$1.86M 1.04% 28
2025
Q2 		$5.08M Buy
+50,564
New +$5.07M 0.87% 29

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

Convergence Financial's CLIP Position: Q2 2026 in Review

Convergence Financial increased its Global X 1-3 Month T-Bill ETF (CLIP) stake by 123% in Q2 2026, buying an estimated $6.35M and bringing the position to 114,886 shares worth $11.5M. The position accounts for 0.92% of the portfolio, ranked #32.

Convergence Financial first reported a position in CLIP in Q2 2025 and has held it in 5 quarters since. 159 funds tracked by Wall St. Rank hold CLIP as of Q2 2026.

  • Convergence Financial held 114,886 shares of Global X 1-3 Month T-Bill ETF worth $11.5M as of Q2 2026.
  • Convergence Financial bought 63,347 Global X 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $6.35M.
  • Global X 1-3 Month T-Bill ETF made up 0.92% of Convergence Financial's portfolio in Q2 2026, its #32 holding.
  • Convergence Financial first reported a position in Global X 1-3 Month T-Bill ETF in Q2 2025 and has held it in 5 quarters since.
  • 159 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.