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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
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

WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
IAS
Insigneo Advisory Services Miami, Florida $1.41B AUM 27.46% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
AW
Alchemi Wealth Essex, Connecticut $180M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Able Wealth Management's CBLS Position: Q1 2026 in Review

Able Wealth Management increased its Clough Hedged Equity ETF (CBLS) stake by 28% in Q1 2026, buying an estimated $85.5K and bringing the position to 13,204 shares worth $379K. The position accounts for 0.1% of the portfolio, ranked #90.

Able Wealth Management first reported a position in CBLS in Q2 2025 and has held it in 4 quarters since. 8 funds tracked by Wall St. Rank hold CBLS as of Q1 2026.

  • Able Wealth Management held 13,204 shares of Clough Hedged Equity ETF worth $379K as of Q1 2026.
  • Able Wealth Management bought 2,881 Clough Hedged Equity ETF shares in Q1 2026, an estimated $85.5K.
  • Clough Hedged Equity ETF made up 0.1% of Able Wealth Management's portfolio in Q1 2026, its #90 holding.
  • Able Wealth Management first reported a position in Clough Hedged Equity ETF in Q2 2025 and has held it in 4 quarters since.
  • 8 funds tracked by Wall St. Rank held Clough Hedged Equity ETF as of Q1 2026.

Based on Able Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.