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Steward Partners Investment Advisory’s Global X 1-3 Month T-Bill ETF CLIP Stock Holding History

Steward Partners Investment Advisory’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 		$5.42K Hold
54
– – ﹤0.01% 3944
2026
Q1 		$5.42K Hold
54
– – ﹤0.01% 3766
2025
Q4 		$5.41K Buy
+54
New +$5.41K ﹤0.01% 3670

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

Steward Partners Investment Advisory's CLIP Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Global X 1-3 Month T-Bill ETF (CLIP) position steady in Q2 2026 at 54 shares worth $5.42K. The position accounts for ﹤0.01% of the portfolio, ranked #3944.

Steward Partners Investment Advisory first reported a position in CLIP in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.42K in Q1 2026. 160 funds tracked by Wall St. Rank hold CLIP as of Q2 2026.

  • Steward Partners Investment Advisory held 54 shares of Global X 1-3 Month T-Bill ETF worth $5.42K as of Q2 2026.
  • Steward Partners Investment Advisory left its Global X 1-3 Month T-Bill ETF share count unchanged in Q2 2026.
  • Global X 1-3 Month T-Bill ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3944 holding.
  • Steward Partners Investment Advisory first reported a position in Global X 1-3 Month T-Bill ETF in Q4 2025 and has held it in 3 quarters since.
  • Steward Partners Investment Advisory's Global X 1-3 Month T-Bill ETF position peaked at $5.42K in Q1 2026.
  • 160 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.