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
2026 Q1	$273K	Sell	2,718 -56	-2%	-$5.61K	0.01%	501
2025 Q4	$278K	Sell	2,774 -35	-1%	-$3.51K	0.01%	482
2025 Q3	$282K	Buy	2,809 +32	+1%	+$3.21K	0.01%	461
2025 Q2	$279K	Buy	2,777 +179	+7%	+$17.9K	0.01%	438
2025 Q1	$261K	Sell	2,598 -1,030	-28%	-$103K	0.01%	441
2024 Q4	$363K	Sell	3,628 -4	-0.1%	-$401	0.01%	406
2024 Q3	$365K	Buy	+3,632	New	+$364K	0.01%	413

Other funds holding CLIP

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 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

GXJ

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

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Exencial Wealth Advisors's CLIP Position: Q1 2026 in Review

Exencial Wealth Advisors reduced its Global X 1-3 Month T-Bill ETF (CLIP) stake by 2% in Q1 2026, selling an estimated $5.61K and leaving 2,718 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #501.

Exencial Wealth Advisors first reported a position in CLIP in Q3 2024 and has held it in 7 quarters since. The position peaked at $365K in Q3 2024. 146 funds tracked by Wall St. Rank hold CLIP as of Q1 2026.

Exencial Wealth Advisors held 2,718 shares of Global X 1-3 Month T-Bill ETF worth $273K as of Q1 2026.
Exencial Wealth Advisors sold 56 Global X 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $5.61K.
Global X 1-3 Month T-Bill ETF made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #501 holding.
Exencial Wealth Advisors first reported a position in Global X 1-3 Month T-Bill ETF in Q3 2024 and has held it in 7 quarters since.
Exencial Wealth Advisors's Global X 1-3 Month T-Bill ETF position peaked at $365K in Q3 2024.
146 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.