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

Precision Wealth Strategies’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	$1.54M	Sell	15,377 -6,036	-28%	-$605K	0.47%	45
2026 Q1	$2.15M	Buy	21,413 +4,940	+30%	+$495K	0.71%	36
2025 Q4	$1.65M	Buy	16,473 +2,831	+21%	+$284K	0.53%	43
2025 Q3	$1.37M	Sell	13,642 -21,842	-62%	-$2.19M	0.44%	53
2025 Q2	$3.56M	Buy	35,484 +3,563	+11%	+$357K	1.16%	24
2025 Q1	$3.21M	Sell	31,921 -780	-2%	-$78.2K	2.45%	13
2024 Q4	$3.27M	Buy	+32,701	New	+$3.28M	2.53%	11

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

Precision Wealth Strategies's CLIP Position: Q2 2026 in Review

Precision Wealth Strategies reduced its Global X 1-3 Month T-Bill ETF (CLIP) stake by 28% in Q2 2026, selling an estimated $605K and leaving 15,377 shares worth $1.54M. The position accounts for 0.47% of the portfolio, ranked #45.

Precision Wealth Strategies first reported a position in CLIP in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.56M in Q2 2025. 159 funds tracked by Wall St. Rank hold CLIP as of Q2 2026.

Precision Wealth Strategies held 15,377 shares of Global X 1-3 Month T-Bill ETF worth $1.54M as of Q2 2026.
Precision Wealth Strategies sold 6,036 Global X 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $605K.
Global X 1-3 Month T-Bill ETF made up 0.47% of Precision Wealth Strategies's portfolio in Q2 2026, its #45 holding.
Precision Wealth Strategies first reported a position in Global X 1-3 Month T-Bill ETF in Q4 2024 and has held it in 7 quarters since.
Precision Wealth Strategies's Global X 1-3 Month T-Bill ETF position peaked at $3.56M 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 Precision Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.