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

Gentry Private 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 Q1	–	Sell	-3,050	Closed	-$305K	–	93
2025 Q4	$305K	Hold	3,050	–	–	0.19%	81
2025 Q3	$306K	Sell	3,050 -2,500	-45%	-$251K	0.21%	75
2025 Q2	$557K	Hold	5,550	–	–	0.43%	38
2025 Q1	$557K	Buy	5,550 +550	+11%	+$55.1K	0.46%	39
2024 Q4	$501K	Sell	5,000 -750	-13%	-$75.2K	2.08%	17
2024 Q3	$578K	Buy	+5,750	New	+$577K	0.47%	35

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

Gentry Private Wealth's CLIP Position: Q1 2026 in Review

Gentry Private Wealth sold out of Global X 1-3 Month T-Bill ETF (CLIP) in Q1 2026, closing a stake of 3,050 shares — an estimated $305K sold.

Gentry Private Wealth first reported a position in CLIP in Q3 2024 and held it in 6 quarters. The position peaked at $578K in Q3 2024. 147 funds tracked by Wall St. Rank hold CLIP as of Q1 2026.

Gentry Private Wealth reported no remaining Global X 1-3 Month T-Bill ETF position as of Q1 2026 after selling out during the quarter.
Gentry Private Wealth sold 3,050 Global X 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $305K.
Gentry Private Wealth first reported a position in Global X 1-3 Month T-Bill ETF in Q3 2024 and held it in 6 quarters.
Gentry Private Wealth's Global X 1-3 Month T-Bill ETF position peaked at $578K in Q3 2024.
147 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q1 2026.

Based on Gentry Private Wealth's 13F filing for Q1 2026, filed 5 May 2026.