UAG
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United Advisor Group’s Global X 1-3 Month T-Bill ETF CLIP Stock Holding History

United Advisor Group’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 		$1.35M Buy
13,411
+2,357
+21% +$236K 0.14% 171
2026
Q1 		$1.11M Buy
11,054
+2,598
+31% +$260K 0.14% 174
2025
Q4 		$847K Buy
8,456
+152
+2% +$15.2K 0.11% 205
2025
Q3 		$834K Buy
8,304
+921
+12% +$92.3K 0.11% 193
2025
Q2 		$741K Buy
+7,383
New +$740K 0.13% 169

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 $846M AUM 17.33% 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

United Advisor Group's CLIP Position: Q2 2026 in Review

United Advisor Group increased its Global X 1-3 Month T-Bill ETF (CLIP) stake by 21% in Q2 2026, buying an estimated $236K and bringing the position to 13,411 shares worth $1.35M. The position accounts for 0.14% of the portfolio, ranked #171.

United Advisor Group first reported a position in CLIP in Q2 2025 and has held it in 5 quarters since. 158 funds tracked by Wall St. Rank hold CLIP as of Q2 2026.

  • United Advisor Group held 13,411 shares of Global X 1-3 Month T-Bill ETF worth $1.35M as of Q2 2026.
  • United Advisor Group bought 2,357 Global X 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $236K.
  • Global X 1-3 Month T-Bill ETF made up 0.14% of United Advisor Group's portfolio in Q2 2026, its #171 holding.
  • United Advisor Group first reported a position in Global X 1-3 Month T-Bill ETF in Q2 2025 and has held it in 5 quarters since.
  • 158 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.