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

Merit Financial Group’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	$1.44M	Sell	14,362 -88	-0.6%	-$8.82K	0.01%	891
2026 Q1	$1.45M	Sell	14,450 -1,882	-12%	-$189K	0.01%	820
2025 Q4	$1.63M	Sell	16,332 -1	-0%	-$100	0.01%	719
2025 Q3	$1.64M	Sell	16,333 -168	-1%	-$16.8K	0.02%	645
2025 Q2	$1.66M	Buy	16,501 +824	+5%	+$82.6K	0.02%	587
2025 Q1	$1.57M	Buy	+15,677	New	+$1.57M	0.02%	499

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

Merit Financial Group's CLIP Position: Q2 2026 in Review

Merit Financial Group reduced its Global X 1-3 Month T-Bill ETF (CLIP) stake by 0.61% in Q2 2026, selling an estimated $8.82K and leaving 14,362 shares worth $1.44M. The position accounts for 0.01% of the portfolio, ranked #891.

Merit Financial Group first reported a position in CLIP in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.66M in Q2 2025. 159 funds tracked by Wall St. Rank hold CLIP as of Q2 2026.

Merit Financial Group held 14,362 shares of Global X 1-3 Month T-Bill ETF worth $1.44M as of Q2 2026.
Merit Financial Group sold 88 Global X 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $8.82K.
Global X 1-3 Month T-Bill ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #891 holding.
Merit Financial Group first reported a position in Global X 1-3 Month T-Bill ETF in Q1 2025 and has held it in 6 quarters since.
Merit Financial Group's Global X 1-3 Month T-Bill ETF position peaked at $1.66M in Q2 2025.
159 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.