Fiduciary Alliance’s Global X 1-3 Month T-Bill ETF CLIP Stock Holding History

Fiduciary Alliance’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	$679K	Sell	6,770 -20,663	-75%	-$2.07M	0.05%	323
2026 Q1	$2.75M	Sell	27,433 -7,440	-21%	-$746K	0.17%	143
2025 Q4	$3.49M	Buy	34,873 +12,153	+53%	+$1.22M	0.23%	106
2025 Q3	$2.28M	Sell	22,720 -124	-0.5%	-$12.4K	0.15%	139
2025 Q2	$2.29M	Buy	+22,844	New	+$2.29M	0.17%	129

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

Fiduciary Alliance's CLIP Position: Q2 2026 in Review

Fiduciary Alliance reduced its Global X 1-3 Month T-Bill ETF (CLIP) stake by 75% in Q2 2026, selling an estimated $2.07M and leaving 6,770 shares worth $679K. The position accounts for 0.05% of the portfolio, ranked #323.

Fiduciary Alliance first reported a position in CLIP in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.49M in Q4 2025. 158 funds tracked by Wall St. Rank hold CLIP as of Q2 2026.

Fiduciary Alliance held 6,770 shares of Global X 1-3 Month T-Bill ETF worth $679K as of Q2 2026.
Fiduciary Alliance sold 20,663 Global X 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $2.07M.
Global X 1-3 Month T-Bill ETF made up 0.05% of Fiduciary Alliance's portfolio in Q2 2026, its #323 holding.
Fiduciary Alliance first reported a position in Global X 1-3 Month T-Bill ETF in Q2 2025 and has held it in 5 quarters since.
Fiduciary Alliance's Global X 1-3 Month T-Bill ETF position peaked at $3.49M in Q4 2025.
158 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.