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

WCG Wealth Advisors’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	–	Sell	-145,651	Closed	-$14.6M	–	560
2026 Q1	$14.6M	Buy	+145,651	New	+$14.6M	0.41%	69
2025 Q2	–	Sell	-25,117	Closed	-$2.52M	–	329
2025 Q1	$2.52M	Buy	+25,117	New	+$2.52M	0.19%	126

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

WCG Wealth Advisors's CLIP Position: Q2 2026 in Review

WCG Wealth Advisors sold out of Global X 1-3 Month T-Bill ETF (CLIP) in Q2 2026, closing a stake of 145,651 shares — an estimated $14.6M sold.

WCG Wealth Advisors first reported a position in CLIP in Q1 2025 and held it in 2 quarters. The position peaked at $14.6M in Q1 2026. 158 funds tracked by Wall St. Rank hold CLIP as of Q2 2026.

WCG Wealth Advisors reported no remaining Global X 1-3 Month T-Bill ETF position as of Q2 2026 after selling out during the quarter.
WCG Wealth Advisors sold 145,651 Global X 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $14.6M.
WCG Wealth Advisors first reported a position in Global X 1-3 Month T-Bill ETF in Q1 2025 and held it in 2 quarters.
WCG Wealth Advisors's Global X 1-3 Month T-Bill ETF position peaked at $14.6M in Q1 2026.
158 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.