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

Integrated Wealth Concepts’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 		$1.14M Sell
11,391
-3,219
-22% -$323K 0.01% 1267
2026
Q1 		$1.47M Buy
+14,610
New +$1.46M 0.01% 906

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 $846M AUM 17.33% 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

Integrated Wealth Concepts's CLIP Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Global X 1-3 Month T-Bill ETF (CLIP) stake by 22% in Q2 2026, selling an estimated $323K and leaving 11,391 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #1267.

Integrated Wealth Concepts first reported a position in CLIP in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.47M in Q1 2026. 158 funds tracked by Wall St. Rank hold CLIP as of Q2 2026.

  • Integrated Wealth Concepts held 11,391 shares of Global X 1-3 Month T-Bill ETF worth $1.14M as of Q2 2026.
  • Integrated Wealth Concepts sold 3,219 Global X 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $323K.
  • Global X 1-3 Month T-Bill ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1267 holding.
  • Integrated Wealth Concepts first reported a position in Global X 1-3 Month T-Bill ETF in Q1 2026 and has held it in 2 quarters since.
  • Integrated Wealth Concepts's Global X 1-3 Month T-Bill ETF position peaked at $1.47M in Q1 2026.
  • 158 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q2 2026.

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