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

Perigon 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 		– Sell
-2,482
Closed -$249K – 1447
2026
Q1 		$249K Buy
+2,482
New +$249K ﹤0.01% 1095

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

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

Perigon Wealth Management sold out of Global X 1-3 Month T-Bill ETF (CLIP) in Q2 2026, closing a stake of 2,482 shares — an estimated $249K sold.

Perigon Wealth Management first reported a position in CLIP in Q1 2026 and held it in 1 quarter. The position peaked at $249K in Q1 2026. 158 funds tracked by Wall St. Rank hold CLIP as of Q2 2026.

  • Perigon Wealth Management reported no remaining Global X 1-3 Month T-Bill ETF position as of Q2 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 2,482 Global X 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $249K.
  • Perigon Wealth Management first reported a position in Global X 1-3 Month T-Bill ETF in Q1 2026 and held it in 1 quarter.
  • Perigon Wealth Management's Global X 1-3 Month T-Bill ETF position peaked at $249K in Q1 2026.
  • 158 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.