MWM
CLIP icon

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

McAlvany Wealth Management’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 		$951K Sell
9,478
-30
-0.3% -$3.01K 0.71% 36
2026
Q1 		$954K Sell
9,508
-3,525
-27% -$353K 0.64% 35
2025
Q4 		$1.3M Buy
+13,033
New +$1.31M 1% 28

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

McAlvany Wealth Management's CLIP Position: Q2 2026 in Review

McAlvany Wealth Management reduced its Global X 1-3 Month T-Bill ETF (CLIP) stake by 0.32% in Q2 2026, selling an estimated $3.01K and leaving 9,478 shares worth $951K. The position accounts for 0.71% of the portfolio, ranked #36.

McAlvany Wealth Management first reported a position in CLIP in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.3M in Q4 2025. 158 funds tracked by Wall St. Rank hold CLIP as of Q2 2026.

  • McAlvany Wealth Management held 9,478 shares of Global X 1-3 Month T-Bill ETF worth $951K as of Q2 2026.
  • McAlvany Wealth Management sold 30 Global X 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $3.01K.
  • Global X 1-3 Month T-Bill ETF made up 0.71% of McAlvany Wealth Management's portfolio in Q2 2026, its #36 holding.
  • McAlvany Wealth Management first reported a position in Global X 1-3 Month T-Bill ETF in Q4 2025 and has held it in 3 quarters since.
  • McAlvany Wealth Management's Global X 1-3 Month T-Bill ETF position peaked at $1.3M in Q4 2025.
  • 158 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q2 2026.

Based on McAlvany Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.