Courier Capital’s Global X 1-3 Month T-Bill ETF CLIP Stock Holding History

Courier Capital’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
2025 Q3	–	Sell	-3,142	Closed	-$316K	–	394
2025 Q2	$316K	Buy	3,142 +639	+26%	+$64K	0.02%	323
2025 Q1	$251K	Buy	+2,503	New	+$251K	0.02%	333

Other funds holding CLIP

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return

Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return

MJP Associates Farmington, Connecticut $824M AUM 14.86% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return

Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return

Courier Capital's CLIP Position: Q3 2025 in Review

Courier Capital sold out of Global X 1-3 Month T-Bill ETF (CLIP) in Q3 2025, closing a stake of 3,142 shares — an estimated $316K sold.

Courier Capital first reported a position in CLIP in Q1 2025 and held it in 2 quarters. The position peaked at $316K in Q2 2025. 129 funds tracked by Wall St. Rank hold CLIP as of Q3 2025.

Courier Capital reported no remaining Global X 1-3 Month T-Bill ETF position as of Q3 2025 after selling out during the quarter.
Courier Capital sold 3,142 Global X 1-3 Month T-Bill ETF shares in Q3 2025, an estimated $316K.
Courier Capital first reported a position in Global X 1-3 Month T-Bill ETF in Q1 2025 and held it in 2 quarters.
Courier Capital's Global X 1-3 Month T-Bill ETF position peaked at $316K in Q2 2025.
129 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q3 2025.

Based on Courier Capital's 13F filing for Q3 2025, filed 29 Oct 2025.