San Luis Wealth Advisors’s Global X 1-3 Month T-Bill ETF CLIP Stock Holding History

San Luis 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 Q1	–	Sell	-2,004	Closed	-$201K	–	177
2025 Q4	$201K	Buy	+2,004	New	+$201K	0.03%	173
2025 Q3	–	Sell	-2,312	Closed	-$232K	–	180
2025 Q2	$232K	Sell	2,312 -325	-12%	-$32.6K	0.05%	128
2025 Q1	$265K	Sell	2,637 -1,374	-34%	-$138K	0.06%	121
2024 Q4	$401K	Sell	4,011 -450	-10%	-$45.1K	0.08%	109
2024 Q3	$448K	Sell	4,461 -10,263	-70%	-$1.03M	0.09%	101
2024 Q2	$1.48M	Sell	14,724 -414	-3%	-$41.5K	0.36%	43
2024 Q1	$1.52M	Buy	15,138 +8,208	+118%	+$823K	0.8%	21
2023 Q4	$694K	Buy	6,930 +4,863	+235%	+$488K	0.29%	26
2023 Q3	$208K	Buy	+2,067	New	+$208K	0.1%	70

Other funds holding CLIP

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 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

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

San Luis Wealth Advisors's CLIP Position: Q1 2026 in Review

San Luis Wealth Advisors sold out of Global X 1-3 Month T-Bill ETF (CLIP) in Q1 2026, closing a stake of 2,004 shares — an estimated $201K sold.

San Luis Wealth Advisors first reported a position in CLIP in Q3 2023 and held it in 9 quarters. The position peaked at $1.52M in Q1 2024. 145 funds tracked by Wall St. Rank hold CLIP as of Q1 2026.

San Luis Wealth Advisors reported no remaining Global X 1-3 Month T-Bill ETF position as of Q1 2026 after selling out during the quarter.
San Luis Wealth Advisors sold 2,004 Global X 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $201K.
San Luis Wealth Advisors first reported a position in Global X 1-3 Month T-Bill ETF in Q3 2023 and held it in 9 quarters.
San Luis Wealth Advisors's Global X 1-3 Month T-Bill ETF position peaked at $1.52M in Q1 2024.
145 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q1 2026.

Based on San Luis Wealth Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.