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

&Partners’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	$219K	Sell	2,180 -20	-0.9%	-$2K	﹤0.01%	2328
2026 Q1	$221K	Sell	2,200 -110	-5%	-$11K	﹤0.01%	2189
2025 Q4	$231K	Sell	2,310 -625	-21%	-$62.7K	﹤0.01%	2064
2025 Q3	$295K	Buy	2,935 +593	+25%	+$59.5K	﹤0.01%	1764
2025 Q2	$240K	Buy	2,342 +233	+11%	+$23.4K	﹤0.01%	1744
2025 Q1	$212K	Buy	+2,109	New	+$211K	﹤0.01%	1607

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

&Partners's CLIP Position: Q2 2026 in Review

&Partners reduced its Global X 1-3 Month T-Bill ETF (CLIP) stake by 0.91% in Q2 2026, selling an estimated $2K and leaving 2,180 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #2328.

&Partners first reported a position in CLIP in Q1 2025 and has held it in 6 quarters since. The position peaked at $295K in Q3 2025. 158 funds tracked by Wall St. Rank hold CLIP as of Q2 2026.

&Partners held 2,180 shares of Global X 1-3 Month T-Bill ETF worth $219K as of Q2 2026.
&Partners sold 20 Global X 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $2K.
Global X 1-3 Month T-Bill ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2328 holding.
&Partners first reported a position in Global X 1-3 Month T-Bill ETF in Q1 2025 and has held it in 6 quarters since.
&Partners's Global X 1-3 Month T-Bill ETF position peaked at $295K in Q3 2025.
158 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.