Focus Partners Wealth
CLIP icon

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

Focus Partners Wealth’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 		$1.5M Buy
+14,970
New +$1.5M ﹤0.01% 1465
2024
Q4 		– Sell
-2,000
Closed -$201K – 1915
2024
Q3 		$201K Buy
+2,000
New +$201K ﹤0.01% 1462

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 $862M AUM 10.46% 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

Focus Partners Wealth's CLIP Position: Q2 2026 in Review

Focus Partners Wealth opened a new position in Global X 1-3 Month T-Bill ETF (CLIP) in Q2 2026: 14,970 shares worth $1.5M. The stake represents ﹤0.01% of the portfolio and ranks #1465 among its holdings. This is a return to the name: Focus Partners Wealth previously reported a position in CLIP as recently as Q3 2024.

Focus Partners Wealth first reported a position in CLIP in Q3 2024 and has held it in 2 quarters since. 160 funds tracked by Wall St. Rank hold CLIP as of Q2 2026.

  • Focus Partners Wealth held 14,970 shares of Global X 1-3 Month T-Bill ETF worth $1.5M as of Q2 2026.
  • Global X 1-3 Month T-Bill ETF was a new Focus Partners Wealth position in Q2 2026.
  • Global X 1-3 Month T-Bill ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1465 holding.
  • Focus Partners Wealth first reported a position in Global X 1-3 Month T-Bill ETF in Q3 2024 and has held it in 2 quarters since.
  • 160 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q2 2026.

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