KDA
CLIP icon

Kraft Davis & Associates’s Global X 1-3 Month T-Bill ETF CLIP Stock Holding History

Kraft Davis & Associates’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 		$2.88M Sell
28,743
-584
-2% -$58.5K 0.6% 39
2026
Q1 		$2.94M Buy
+29,327
New +$2.94M 0.63% 40

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

Kraft Davis & Associates's CLIP Position: Q2 2026 in Review

Kraft Davis & Associates reduced its Global X 1-3 Month T-Bill ETF (CLIP) stake by 2% in Q2 2026, selling an estimated $58.5K and leaving 28,743 shares worth $2.88M. The position accounts for 0.6% of the portfolio, ranked #39.

Kraft Davis & Associates first reported a position in CLIP in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.94M in Q1 2026. 158 funds tracked by Wall St. Rank hold CLIP as of Q2 2026.

  • Kraft Davis & Associates held 28,743 shares of Global X 1-3 Month T-Bill ETF worth $2.88M as of Q2 2026.
  • Kraft Davis & Associates sold 584 Global X 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $58.5K.
  • Global X 1-3 Month T-Bill ETF made up 0.6% of Kraft Davis & Associates's portfolio in Q2 2026, its #39 holding.
  • Kraft Davis & Associates first reported a position in Global X 1-3 Month T-Bill ETF in Q1 2026 and has held it in 2 quarters since.
  • Kraft Davis & Associates's Global X 1-3 Month T-Bill ETF position peaked at $2.94M 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 Kraft Davis & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.