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

Stapp Wealth Management’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	$2.19M	Sell	21,787 -42,914	-66%	-$4.3M	2.86%	13
2026 Q1	$6.49M	Sell	64,701 -44,222	-41%	-$4.43M	8.29%	6
2025 Q4	$10.9M	Buy	108,923 +2,958	+3%	+$297K	14.04%	1
2025 Q3	$10.6M	Sell	105,965 -15,194	-13%	-$1.52M	14.29%	1
2025 Q2	$12.2M	Buy	121,159 +20,263	+20%	+$2.03M	17.51%	1
2025 Q1	$10.1M	Buy	+100,896	New	+$10.1M	15.61%	1

Other funds holding CLIP

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

GIM

Guild Investment Management Los Angeles, California $146M AUM 22.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

AIS

Altium Investment Strategies Wesley Chapel, Florida $69.4M AUM

AMG

APS Management Group Torrance, California $130M AUM 17.26% 1-Year Est. Return

WCAMG

Woodard & Company Asset Management Group Bermuda Run, North Carolina $694M AUM 29.71% 1-Year Est. Return

Stapp Wealth Management's CLIP Position: Q2 2026 in Review

Stapp Wealth Management reduced its Global X 1-3 Month T-Bill ETF (CLIP) stake by 66% in Q2 2026, selling an estimated $4.3M and leaving 21,787 shares worth $2.19M. The position accounts for 2.86% of the portfolio, ranked #13.

Stapp Wealth Management first reported a position in CLIP in Q1 2025 and has held it in 6 quarters since. The position peaked at $12.2M in Q2 2025. 60 funds tracked by Wall St. Rank hold CLIP as of Q2 2026.

Stapp Wealth Management held 21,787 shares of Global X 1-3 Month T-Bill ETF worth $2.19M as of Q2 2026.
Stapp Wealth Management sold 42,914 Global X 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $4.3M.
Global X 1-3 Month T-Bill ETF made up 2.86% of Stapp Wealth Management's portfolio in Q2 2026, its #13 holding.
Stapp Wealth Management first reported a position in Global X 1-3 Month T-Bill ETF in Q1 2025 and has held it in 6 quarters since.
Stapp Wealth Management's Global X 1-3 Month T-Bill ETF position peaked at $12.2M in Q2 2025.
60 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q2 2026.

Based on Stapp Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.