EWA
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EP Wealth Advisors’s Global X 1-3 Month T-Bill ETF CLIP Stock Holding History

EP Wealth Advisors’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 		$9.45M Sell
94,206
-2,725
-3% -$273K 0.04% 281
2026
Q1 		$9.73M Buy
+96,931
New +$9.72M 0.05% 224

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

EP Wealth Advisors's CLIP Position: Q2 2026 in Review

EP Wealth Advisors reduced its Global X 1-3 Month T-Bill ETF (CLIP) stake by 2.8% in Q2 2026, selling an estimated $273K and leaving 94,206 shares worth $9.45M. The position accounts for 0.04% of the portfolio, ranked #281.

EP Wealth Advisors first reported a position in CLIP in Q1 2026 and has held it in 2 quarters since. The position peaked at $9.73M in Q1 2026. 158 funds tracked by Wall St. Rank hold CLIP as of Q2 2026.

  • EP Wealth Advisors held 94,206 shares of Global X 1-3 Month T-Bill ETF worth $9.45M as of Q2 2026.
  • EP Wealth Advisors sold 2,725 Global X 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $273K.
  • Global X 1-3 Month T-Bill ETF made up 0.04% of EP Wealth Advisors's portfolio in Q2 2026, its #281 holding.
  • EP Wealth Advisors first reported a position in Global X 1-3 Month T-Bill ETF in Q1 2026 and has held it in 2 quarters since.
  • EP Wealth Advisors's Global X 1-3 Month T-Bill ETF position peaked at $9.73M in Q1 2026.
  • 158 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.