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 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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Peterson Wealth Advisors's CLIP Position: Q2 2026 in Review

Peterson Wealth Advisors increased its Global X 1-3 Month T-Bill ETF (CLIP) stake by 3.9% in Q2 2026, buying an estimated $936K and bringing the position to 246,852 shares worth $24.8M. The position accounts for 2.93% of the portfolio, ranked #9.

Peterson Wealth Advisors first reported a position in CLIP in Q3 2024 and has held it in 8 quarters since. The position peaked at $24.8M in Q2 2025. 159 funds tracked by Wall St. Rank hold CLIP as of Q2 2026.

Peterson Wealth Advisors held 246,852 shares of Global X 1-3 Month T-Bill ETF worth $24.8M as of Q2 2026.
Peterson Wealth Advisors bought 9,345 Global X 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $936K.
Global X 1-3 Month T-Bill ETF made up 2.93% of Peterson Wealth Advisors's portfolio in Q2 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 8 quarters since.
Peterson Wealth Advisors's Global X 1-3 Month T-Bill ETF position peaked at $24.8M in Q2 2025.
159 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q2 2026.

Based on Peterson Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.