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 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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

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

RHL Group Holly, Michigan $117M AUM

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Curtis Advisory Group's CLIP Position: Q1 2026 in Review

Curtis Advisory Group reduced its Global X 1-3 Month T-Bill ETF (CLIP) stake by 11% in Q1 2026, selling an estimated $1.32M and leaving 104,042 shares worth $10.4M. The position accounts for 2.25% of the portfolio, ranked #10.

Curtis Advisory Group first reported a position in CLIP in Q2 2024 and has held it in 8 quarters since. The position peaked at $12.3M in Q4 2024. 144 funds tracked by Wall St. Rank hold CLIP as of Q1 2026.

Curtis Advisory Group held 104,042 shares of Global X 1-3 Month T-Bill ETF worth $10.4M as of Q1 2026.
Curtis Advisory Group sold 13,144 Global X 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $1.32M.
Global X 1-3 Month T-Bill ETF made up 2.25% of Curtis Advisory Group's portfolio in Q1 2026, its #10 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 8 quarters since.
Curtis Advisory Group's Global X 1-3 Month T-Bill ETF position peaked at $12.3M in Q4 2024.
144 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q1 2026.

Based on Curtis Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.