K2 Financial’s Global X 1-3 Month T-Bill ETF CLIP Stock Holding History

K2 Financial’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	$482K	Sell	4,818 -22	-0.5%	-$2.21K	0.34%	50
2026 Q1	$485K	Sell	4,840 -1,222	-20%	-$122K	0.35%	52
2025 Q4	$607K	Sell	6,062 -120	-2%	-$12K	0.47%	42
2025 Q3	$619K	Sell	6,182 -76	-1%	-$7.62K	0.5%	42
2025 Q2	$627K	Sell	6,258 -350	-5%	-$35.1K	0.55%	41
2025 Q1	$663K	Buy	6,608 +95	+1%	+$9.53K	0.65%	42
2024 Q4	$653K	Buy	+6,513	New	+$653K	0.65%	42

Other funds holding CLIP

GXJ

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

AIS

Altium Investment Strategies Wesley Chapel, Florida $69.4M AUM

AMG

APS Management Group Torrance, California $130M AUM 17.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

LPP

Life Planning Partners Jacksonville, Florida $135M AUM 17.83% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

K2 Financial's CLIP Position: Q2 2026 in Review

K2 Financial reduced its Global X 1-3 Month T-Bill ETF (CLIP) stake by 0.45% in Q2 2026, selling an estimated $2.21K and leaving 4,818 shares worth $482K. The position accounts for 0.34% of the portfolio, ranked #50.

K2 Financial first reported a position in CLIP in Q4 2024 and has held it in 7 quarters since. The position peaked at $663K in Q1 2025. 30 funds tracked by Wall St. Rank hold CLIP as of Q2 2026.

K2 Financial held 4,818 shares of Global X 1-3 Month T-Bill ETF worth $482K as of Q2 2026.
K2 Financial sold 22 Global X 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $2.21K.
Global X 1-3 Month T-Bill ETF made up 0.34% of K2 Financial's portfolio in Q2 2026, its #50 holding.
K2 Financial first reported a position in Global X 1-3 Month T-Bill ETF in Q4 2024 and has held it in 7 quarters since.
K2 Financial's Global X 1-3 Month T-Bill ETF position peaked at $663K in Q1 2025.
30 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q2 2026.

Based on K2 Financial's 13F filing for Q2 2026, filed 21 Jul 2026.