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

Synergy Investment 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	$104K	Buy	+1,040	New	+$104K	0.03%	256

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

Synergy Investment Management's CLIP Position: Q2 2026 in Review

Synergy Investment Management opened a new position in Global X 1-3 Month T-Bill ETF (CLIP) in Q2 2026: 1,040 shares worth $104K. The stake represents 0.03% of the portfolio and ranks #256 among its holdings.

159 funds tracked by Wall St. Rank hold CLIP as of Q2 2026.

Synergy Investment Management held 1,040 shares of Global X 1-3 Month T-Bill ETF worth $104K as of Q2 2026.
Global X 1-3 Month T-Bill ETF was a new Synergy Investment Management position in Q2 2026.
Global X 1-3 Month T-Bill ETF made up 0.03% of Synergy Investment Management's portfolio in Q2 2026, its #256 holding.
159 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.