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

Newbridge Financial Services 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 Q3	$25.1K	Hold	250	–	–	﹤0.01%	651
2026 Q2	$25.1K	Hold	250	–	–	﹤0.01%	653
2026 Q1	$25.1K	Hold	250	–	–	﹤0.01%	584
2025 Q4	$25K	Hold	250	–	–	﹤0.01%	585
2025 Q3	$25.1K	Hold	250	–	–	﹤0.01%	687
2025 Q2	$25.1K	Sell	250 -190	-43%	-$19K	﹤0.01%	660
2025 Q1	$44.2K	Sell	440 -625	-59%	-$62.7K	0.01%	393
2024 Q4	$107K	Sell	1,065 -850	-44%	-$85.3K	0.03%	277
2024 Q3	$192K	Buy	+1,915	New	+$192K	0.07%	151

Other funds holding CLIP

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Pacific Sage Partners Edmonds, Washington $772M AUM 11.42% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

APS Management Group Torrance, California $139M AUM 6.66% 1-Year Est. Return

AIS

Altium Investment Strategies Wesley Chapel, Florida $87.4M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Newbridge Financial Services Group's CLIP Position: Q3 2026 in Review

Newbridge Financial Services Group held its Global X 1-3 Month T-Bill ETF (CLIP) position steady in Q3 2026 at 250 shares worth $25.1K. The position accounts for ﹤0.01% of the portfolio, ranked #651.

Newbridge Financial Services Group first reported a position in CLIP in Q3 2024 and has held it in 9 quarters since. The position peaked at $192K in Q3 2024. 32 funds tracked by Wall St. Rank hold CLIP as of Q3 2026.

Newbridge Financial Services Group held 250 shares of Global X 1-3 Month T-Bill ETF worth $25.1K as of Q3 2026.
Newbridge Financial Services Group left its Global X 1-3 Month T-Bill ETF share count unchanged in Q3 2026.
Global X 1-3 Month T-Bill ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q3 2026, its #651 holding.
Newbridge Financial Services Group first reported a position in Global X 1-3 Month T-Bill ETF in Q3 2024 and has held it in 9 quarters since.
Newbridge Financial Services Group's Global X 1-3 Month T-Bill ETF position peaked at $192K in Q3 2024.
32 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q3 2026.

Based on Newbridge Financial Services Group's 13F filing for Q3 2026, filed 15 Oct 2026.