Able Wealth Management’s Clough Hedged Equity ETF CBLS Stock Holding History

Able Wealth Management’s Portfolio CBLS Stock Details CBLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$304K	Sell	9,444 -1,918	-17%	-$59.9K	0.07%	107
2026 Q2	$387K	Sell	11,362 -1,842	-14%	-$59K	0.09%	93
2026 Q1	$379K	Buy	13,204 +2,881	+28%	+$85.5K	0.1%	90
2025 Q4	$284K	Buy	10,323 +1,078	+12%	+$30.3K	0.09%	91
2025 Q3	$266K	Buy	9,245 +2,158	+30%	+$61.4K	0.1%	91
2025 Q2	$204K	Buy	+7,087	New	+$194K	0.1%	104

Other funds holding CBLS

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

Able Wealth Management's CBLS Position: Q3 2026 in Review

Able Wealth Management reduced its Clough Hedged Equity ETF (CBLS) stake by 17% in Q3 2026, selling an estimated $59.9K and leaving 9,444 shares worth $304K. The position accounts for 0.07% of the portfolio, ranked #107.

Able Wealth Management first reported a position in CBLS in Q2 2025 and has held it in 6 quarters since. The position peaked at $387K in Q2 2026. 3 funds tracked by Wall St. Rank hold CBLS as of Q3 2026.

Able Wealth Management held 9,444 shares of Clough Hedged Equity ETF worth $304K as of Q3 2026.
Able Wealth Management sold 1,918 Clough Hedged Equity ETF shares in Q3 2026, an estimated $59.9K.
Clough Hedged Equity ETF made up 0.07% of Able Wealth Management's portfolio in Q3 2026, its #107 holding.
Able Wealth Management first reported a position in Clough Hedged Equity ETF in Q2 2025 and has held it in 6 quarters since.
Able Wealth Management's Clough Hedged Equity ETF position peaked at $387K in Q2 2026.
3 funds tracked by Wall St. Rank held Clough Hedged Equity ETF as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.