VisionPoint Advisory Group’s Global X 1-3 Month T-Bill ETF CLIP Stock Holding History

VisionPoint Advisory 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 Q3	$324K	Sell	3,230 -957	-23%	-$95.9K	0.05%	328
2026 Q2	$420K	Buy	+4,187	New	+$420K	0.07%	285
2026 Q1	–	Sell	-2,398	Closed	-$240K	–	452
2025 Q4	$240K	Buy	+2,398	New	+$240K	0.05%	347

Other funds holding CLIP

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Pacific Sage Partners Edmonds, Washington $772M AUM 11.42% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

APS Management Group Torrance, California $139M AUM 6.66% 1-Year Est. Return

AIS

Altium Investment Strategies Wesley Chapel, Florida $87.4M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

VisionPoint Advisory Group's CLIP Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Global X 1-3 Month T-Bill ETF (CLIP) stake by 23% in Q3 2026, selling an estimated $95.9K and leaving 3,230 shares worth $324K. The position accounts for 0.05% of the portfolio, ranked #328.

VisionPoint Advisory Group first reported a position in CLIP in Q4 2025 and has held it in 3 quarters since. The position peaked at $420K in Q2 2026. 32 funds tracked by Wall St. Rank hold CLIP as of Q3 2026.

VisionPoint Advisory Group held 3,230 shares of Global X 1-3 Month T-Bill ETF worth $324K as of Q3 2026.
VisionPoint Advisory Group sold 957 Global X 1-3 Month T-Bill ETF shares in Q3 2026, an estimated $95.9K.
Global X 1-3 Month T-Bill ETF made up 0.05% of VisionPoint Advisory Group's portfolio in Q3 2026, its #328 holding.
VisionPoint Advisory Group first reported a position in Global X 1-3 Month T-Bill ETF in Q4 2025 and has held it in 3 quarters since.
VisionPoint Advisory Group's Global X 1-3 Month T-Bill ETF position peaked at $420K in Q2 2026.
32 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.