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

Creekmur Asset 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 Q3	–	Sell	-1,176	Closed	-$118K	–	6
2026 Q2	$118K	Sell	1,176 -49	-4%	-$4.91K	5.71%	6
2026 Q1	$123K	Buy	+1,225	New	+$123K	9.27%	5
2025 Q3	$8.16M	Buy	81,214 +1,655	+2%	+$166K	1.35%	14
2025 Q2	$7.99M	Sell	79,559 -676,299	-89%	-$67.8M	1.41%	14
2025 Q1	$75.9M	Buy	755,858 +401,127	+113%	+$40.2M	15.91%	1
2024 Q4	$35.5M	Sell	354,731 -27,404	-7%	-$2.75M	8.13%	4
2024 Q3	$38.4M	Buy	382,135 +94,637	+33%	+$9.49M	9.02%	1
2024 Q2	$28.9M	Buy	+287,498	New	+$28.8M	7.45%	4

Other funds holding CLIP

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Bleakley Financial Group Fairfield, New Jersey $8.8B AUM 22.37% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

49 Wealth Management Austin, Texas $1.66B AUM 9.74% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

RHL Group Holly, Michigan $149M AUM 28.02% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Creekmur Asset Management's CLIP Position: Q3 2026 in Review

Creekmur Asset Management sold out of Global X 1-3 Month T-Bill ETF (CLIP) in Q3 2026, closing a stake of 1,176 shares — an estimated $118K sold.

Creekmur Asset Management first reported a position in CLIP in Q2 2024 and held it in 8 quarters. The position peaked at $75.9M in Q1 2025. 144 funds tracked by Wall St. Rank hold CLIP as of Q3 2026.

Creekmur Asset Management reported no remaining Global X 1-3 Month T-Bill ETF position as of Q3 2026 after selling out during the quarter.
Creekmur Asset Management sold 1,176 Global X 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $118K.
Creekmur Asset Management first reported a position in Global X 1-3 Month T-Bill ETF in Q2 2024 and held it in 8 quarters.
Creekmur Asset Management's Global X 1-3 Month T-Bill ETF position peaked at $75.9M in Q1 2025.
144 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q3 2026.

Based on Creekmur Asset Management's 13F filing for Q3 2026, filed 12 Nov 2026.