Curtis Advisory Group’s Global X 1-3 Month T-Bill ETF CLIP Stock Holding History

Curtis Advisory Group’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	$8.73M	Sell	86,990 -17,052	-16%	-$1.71M	1.7%	14
2026 Q1	$10.4M	Sell	104,042 -13,144	-11%	-$1.32M	2.25%	10
2025 Q4	$11.7M	Buy	117,186 +29,277	+33%	+$2.93M	2.46%	10
2025 Q3	$8.83M	Sell	87,909 -14,428	-14%	-$1.45M	2%	12
2025 Q2	$10.3M	Sell	102,337 -19,271	-16%	-$1.93M	2.58%	10
2025 Q1	$12.2M	Sell	121,608 -1,215	-1%	-$122K	3.59%	7
2024 Q4	$12.3M	Buy	122,823 +9,618	+8%	+$965K	3.25%	7
2024 Q3	$11.4M	Buy	113,205 +17,461	+18%	+$1.75M	3.23%	7
2024 Q2	$9.62M	Buy	+95,744	New	+$9.6M	3.39%	6

Other funds holding CLIP

GXJ

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

RHL Group Holly, Michigan $120M AUM

PWA

Peterson Wealth Advisors Orem, Utah $846M AUM 17.33% 1-Year Est. Return

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

Curtis Advisory Group's CLIP Position: Q2 2026 in Review

Curtis Advisory Group reduced its Global X 1-3 Month T-Bill ETF (CLIP) stake by 16% in Q2 2026, selling an estimated $1.71M and leaving 86,990 shares worth $8.73M. The position accounts for 1.7% of the portfolio, ranked #14.

Curtis Advisory Group first reported a position in CLIP in Q2 2024 and has held it in 9 quarters since. The position peaked at $12.3M in Q4 2024. 159 funds tracked by Wall St. Rank hold CLIP as of Q2 2026.

Curtis Advisory Group held 86,990 shares of Global X 1-3 Month T-Bill ETF worth $8.73M as of Q2 2026.
Curtis Advisory Group sold 17,052 Global X 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $1.71M.
Global X 1-3 Month T-Bill ETF made up 1.7% of Curtis Advisory Group's portfolio in Q2 2026, its #14 holding.
Curtis Advisory Group first reported a position in Global X 1-3 Month T-Bill ETF in Q2 2024 and has held it in 9 quarters since.
Curtis Advisory Group's Global X 1-3 Month T-Bill ETF position peaked at $12.3M in Q4 2024.
159 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q2 2026.

Based on Curtis Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.