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

Resurgent Financial 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	–	Sell	-5,529	Closed	-$555K	–	318
2026 Q1	$555K	Sell	5,529 -2,508	-31%	-$251K	0.2%	123
2025 Q4	$805K	Buy	8,037 +2,016	+33%	+$202K	0.4%	70
2025 Q3	$605K	Sell	6,021 -1,098	-15%	-$110K	0.3%	101
2025 Q2	$715K	Buy	+7,119	New	+$714K	0.39%	67

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

Resurgent Financial Advisors's CLIP Position: Q2 2026 in Review

Resurgent Financial Advisors sold out of Global X 1-3 Month T-Bill ETF (CLIP) in Q2 2026, closing a stake of 5,529 shares — an estimated $555K sold.

Resurgent Financial Advisors first reported a position in CLIP in Q2 2025 and held it in 4 quarters. The position peaked at $805K in Q4 2025. 159 funds tracked by Wall St. Rank hold CLIP as of Q2 2026.

Resurgent Financial Advisors reported no remaining Global X 1-3 Month T-Bill ETF position as of Q2 2026 after selling out during the quarter.
Resurgent Financial Advisors sold 5,529 Global X 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $555K.
Resurgent Financial Advisors first reported a position in Global X 1-3 Month T-Bill ETF in Q2 2025 and held it in 4 quarters.
Resurgent Financial Advisors's Global X 1-3 Month T-Bill ETF position peaked at $805K in Q4 2025.
159 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.