PTC
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Private Trust Company’s Global X 1-3 Month T-Bill ETF CLIP Stock Holding History

Private Trust Company’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 		$57.3K Buy
571
+472
+477% +$47.3K ﹤0.01% 1314
2026
Q1 		$9.94K Hold
99
– – ﹤0.01% 1977
2025
Q4 		$9.91K Hold
99
– – ﹤0.01% 1938
2025
Q3 		$9.94K Buy
+99
New +$9.93K ﹤0.01% 1909

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 $862M AUM 10.46% 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

Private Trust Company's CLIP Position: Q2 2026 in Review

Private Trust Company increased its Global X 1-3 Month T-Bill ETF (CLIP) stake by 477% in Q2 2026, buying an estimated $47.3K and bringing the position to 571 shares worth $57.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1314.

Private Trust Company first reported a position in CLIP in Q3 2025 and has held it in 4 quarters since. 160 funds tracked by Wall St. Rank hold CLIP as of Q2 2026.

  • Private Trust Company held 571 shares of Global X 1-3 Month T-Bill ETF worth $57.3K as of Q2 2026.
  • Private Trust Company bought 472 Global X 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $47.3K.
  • Global X 1-3 Month T-Bill ETF made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #1314 holding.
  • Private Trust Company first reported a position in Global X 1-3 Month T-Bill ETF in Q3 2025 and has held it in 4 quarters since.
  • 160 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.