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

Exencial 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
2025 Q3	$282K	Buy
2025 Q2	$279K	Buy
2025 Q1	$261K	Sell
2024 Q4	$363K	Sell
2024 Q3	$365K	Buy