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

Peterson Wealth 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 Q3	$23.5M	Sell	234,219 -12,633	-5%	-$1.27M	2.73%	10
2026 Q2	$24.8M	Buy	246,852 +9,345	+4%	+$936K	2.93%	9
2026 Q1	$23.8M	Sell	237,507 -6,697	-3%	-$671K	3.17%	9
2025 Q4	$24.4M	Buy	244,204 +21,374	+10%	+$2.14M	3.26%	8
2025 Q3	$22.3M	Sell	222,830 -23,887	-10%	-$2.39M	3.34%	7
2025 Q2	$24.8M	Buy	246,717 +378	+0.2%	+$37.9K	4.09%	7
2025 Q1	$24.7M	Buy	246,339 +53,655	+28%	+$5.38M	4.77%	7
2024 Q4	$19.3M	Buy	192,684 +68,838	+56%	+$6.9M	3.48%	7
2024 Q3	$12.4M	Buy	+123,846	New	+$12.4M	2.35%	9

Other funds holding CLIP

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $474M AUM 20.45% 1-Year Est. Return

Peterson Wealth Advisors's CLIP Position: Q3 2026 in Review

Peterson Wealth Advisors reduced its Global X 1-3 Month T-Bill ETF (CLIP) stake by 5.1% in Q3 2026, selling an estimated $1.27M and leaving 234,219 shares worth $23.5M. The position accounts for 2.73% of the portfolio, ranked #10.

Peterson Wealth Advisors first reported a position in CLIP in Q3 2024 and has held it in 9 quarters since. The position peaked at $24.8M in Q2 2025. 28 funds tracked by Wall St. Rank hold CLIP as of Q3 2026.

Peterson Wealth Advisors held 234,219 shares of Global X 1-3 Month T-Bill ETF worth $23.5M as of Q3 2026.
Peterson Wealth Advisors sold 12,633 Global X 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $1.27M.
Global X 1-3 Month T-Bill ETF made up 2.73% of Peterson Wealth Advisors's portfolio in Q3 2026, its #10 holding.
Peterson Wealth Advisors first reported a position in Global X 1-3 Month T-Bill ETF in Q3 2024 and has held it in 9 quarters since.
Peterson Wealth Advisors's Global X 1-3 Month T-Bill ETF position peaked at $24.8M in Q2 2025.
28 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q3 2026.

Based on Peterson Wealth Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.