Kestra Advisory Services’s Global X 1-3 Month T-Bill ETF CLIP Stock Holding History

Kestra Advisory Services’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	$354K	Sell	3,533 -864	-20%	-$86.6K	﹤0.01%	2612
2026 Q1	$441K	Buy	4,397 +1,959	+80%	+$196K	﹤0.01%	2312
2025 Q4	$244K	Buy	2,438 +283	+13%	+$28.4K	﹤0.01%	2716
2025 Q3	$216K	Sell	2,155 -835	-28%	-$83.7K	﹤0.01%	2688
2025 Q2	$300K	Buy	+2,990	New	+$300K	﹤0.01%	2352

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

Kestra Advisory Services's CLIP Position: Q2 2026 in Review

Kestra Advisory Services reduced its Global X 1-3 Month T-Bill ETF (CLIP) stake by 20% in Q2 2026, selling an estimated $86.6K and leaving 3,533 shares worth $354K. The position accounts for ﹤0.01% of the portfolio, ranked #2612.

Kestra Advisory Services first reported a position in CLIP in Q2 2025 and has held it in 5 quarters since. The position peaked at $441K in Q1 2026. 158 funds tracked by Wall St. Rank hold CLIP as of Q2 2026.

Kestra Advisory Services held 3,533 shares of Global X 1-3 Month T-Bill ETF worth $354K as of Q2 2026.
Kestra Advisory Services sold 864 Global X 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $86.6K.
Global X 1-3 Month T-Bill ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2612 holding.
Kestra Advisory Services first reported a position in Global X 1-3 Month T-Bill ETF in Q2 2025 and has held it in 5 quarters since.
Kestra Advisory Services's Global X 1-3 Month T-Bill ETF position peaked at $441K 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 Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.