Wealth Enhancement Advisory Services
CLIP icon

Wealth Enhancement Advisory Services’s Global X 1-3 Month T-Bill ETF CLIP Stock Holding History

Wealth Enhancement Advisory Services’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 		$9.39M Sell
93,724
-15,777
-14% -$1.58M 0.02% 694
2026
Q1 		$11M Sell
109,501
-7,638
-7% -$766K 0.02% 558
2025
Q4 		$11.7M Buy
117,139
+10,680
+10% +$1.07M 0.02% 642
2025
Q3 		$10.7M Buy
106,459
+16,413
+18% +$1.65M 0.02% 635
2025
Q2 		$9.02M Buy
90,046
+8,704
+11% +$872K 0.01% 677
2025
Q1 		$8.17M Sell
81,342
-31,568
-28% -$3.17M 0.02% 651
2024
Q4 		$11.3M Buy
112,910
+25,766
+30% +$2.58M 0.02% 524
2024
Q3 		$8.76M Buy
87,144
+11,008
+14% +$1.1M 0.02% 552
2024
Q2 		$7.65M Buy
76,136
+6,625
+10% +$665K 0.02% 565
2024
Q1 		$6.98M Buy
+69,511
New +$6.97M 0.02% 577

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

Wealth Enhancement Advisory Services's CLIP Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Global X 1-3 Month T-Bill ETF (CLIP) stake by 14% in Q2 2026, selling an estimated $1.58M and leaving 93,724 shares worth $9.39M. The position accounts for 0.02% of the portfolio, ranked #694.

Wealth Enhancement Advisory Services first reported a position in CLIP in Q1 2024 and has held it in 10 quarters since. The position peaked at $11.7M in Q4 2025. 158 funds tracked by Wall St. Rank hold CLIP as of Q2 2026.

  • Wealth Enhancement Advisory Services held 93,724 shares of Global X 1-3 Month T-Bill ETF worth $9.39M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 15,777 Global X 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $1.58M.
  • Global X 1-3 Month T-Bill ETF made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #694 holding.
  • Wealth Enhancement Advisory Services first reported a position in Global X 1-3 Month T-Bill ETF in Q1 2024 and has held it in 10 quarters since.
  • Wealth Enhancement Advisory Services's Global X 1-3 Month T-Bill ETF position peaked at $11.7M in Q4 2025.
  • 158 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.