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 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

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 $67.7B AUM 51.91% 1-Year Est. Return

Resurgent Financial Advisors's CLIP Position: Q1 2026 in Review

Resurgent Financial Advisors reduced its Global X 1-3 Month T-Bill ETF (CLIP) stake by 31% in Q1 2026, selling an estimated $251K and leaving 5,529 shares worth $555K. The position accounts for 0.2% of the portfolio, ranked #123.

Resurgent Financial Advisors first reported a position in CLIP in Q2 2025 and has held it in 4 quarters since. The position peaked at $805K in Q4 2025. 144 funds tracked by Wall St. Rank hold CLIP as of Q1 2026.

Resurgent Financial Advisors held 5,529 shares of Global X 1-3 Month T-Bill ETF worth $555K as of Q1 2026.
Resurgent Financial Advisors sold 2,508 Global X 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $251K.
Global X 1-3 Month T-Bill ETF made up 0.2% of Resurgent Financial Advisors's portfolio in Q1 2026, its #123 holding.
Resurgent Financial Advisors first reported a position in Global X 1-3 Month T-Bill ETF in Q2 2025 and has held it in 4 quarters since.
Resurgent Financial Advisors's Global X 1-3 Month T-Bill ETF position peaked at $805K in Q4 2025.
144 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.