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 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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

RHL Group Holly, Michigan $117M AUM

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Peterson Wealth Advisors's CLIP Position: Q1 2026 in Review

Peterson Wealth Advisors reduced its Global X 1-3 Month T-Bill ETF (CLIP) stake by 2.7% in Q1 2026, selling an estimated $671K and leaving 237,507 shares worth $23.8M. The position accounts for 3.17% of the portfolio, ranked #9.

Peterson Wealth Advisors first reported a position in CLIP in Q3 2024 and has held it in 7 quarters since. The position peaked at $24.8M in Q2 2025. 144 funds tracked by Wall St. Rank hold CLIP as of Q1 2026.

Peterson Wealth Advisors held 237,507 shares of Global X 1-3 Month T-Bill ETF worth $23.8M as of Q1 2026.
Peterson Wealth Advisors sold 6,697 Global X 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $671K.
Global X 1-3 Month T-Bill ETF made up 3.17% of Peterson Wealth Advisors's portfolio in Q1 2026, its #9 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 7 quarters since.
Peterson Wealth Advisors's Global X 1-3 Month T-Bill ETF position peaked at $24.8M in Q2 2025.
144 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q1 2026.

Based on Peterson Wealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.