Perennial Investment Advisors’s Global X 1-3 Month T-Bill ETF CLIP Stock Holding History

Perennial Investment Advisors’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	$8.5M	Sell	84,691 -4,984	-6%	-$499K	0.56%	36
2026 Q1	$9M	Sell	89,675 -8,083	-8%	-$810K	0.72%	27
2025 Q4	$9.79M	Sell	97,758 -11,444	-10%	-$1.15M	0.77%	25
2025 Q3	$11M	Buy	109,202 +17,929	+20%	+$1.8M	0.9%	20
2025 Q2	$9.17M	Buy	91,273 +1,337	+1%	+$134K	0.89%	24
2025 Q1	$9.03M	Sell	89,936 -11,982	-12%	-$1.2M	1.02%	20
2024 Q4	$10.2M	Buy	101,918 +34,364	+51%	+$3.45M	1.2%	20
2024 Q3	$6.79M	Buy	+67,554	New	+$6.78M	0.88%	25

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

Perennial Investment Advisors's CLIP Position: Q2 2026 in Review

Perennial Investment Advisors reduced its Global X 1-3 Month T-Bill ETF (CLIP) stake by 5.6% in Q2 2026, selling an estimated $499K and leaving 84,691 shares worth $8.5M. The position accounts for 0.56% of the portfolio, ranked #36.

Perennial Investment Advisors first reported a position in CLIP in Q3 2024 and has held it in 8 quarters since. The position peaked at $11M in Q3 2025. 159 funds tracked by Wall St. Rank hold CLIP as of Q2 2026.

Perennial Investment Advisors held 84,691 shares of Global X 1-3 Month T-Bill ETF worth $8.5M as of Q2 2026.
Perennial Investment Advisors sold 4,984 Global X 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $499K.
Global X 1-3 Month T-Bill ETF made up 0.56% of Perennial Investment Advisors's portfolio in Q2 2026, its #36 holding.
Perennial Investment Advisors first reported a position in Global X 1-3 Month T-Bill ETF in Q3 2024 and has held it in 8 quarters since.
Perennial Investment Advisors's Global X 1-3 Month T-Bill ETF position peaked at $11M in Q3 2025.
159 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.