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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
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

WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
IAS
Insigneo Advisory Services Miami, Florida $2.67B AUM 40.6% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AW
Alchemi Wealth Essex, Connecticut $213M AUM
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Able Wealth Management's CBLS Position: Q2 2026 in Review

Able Wealth Management reduced its Clough Hedged Equity ETF (CBLS) stake by 14% in Q2 2026, selling an estimated $59K and leaving 11,362 shares worth $387K. The position accounts for 0.09% of the portfolio, ranked #93.

Able Wealth Management first reported a position in CBLS in Q2 2025 and has held it in 5 quarters since. 9 funds tracked by Wall St. Rank hold CBLS as of Q2 2026.

  • Able Wealth Management held 11,362 shares of Clough Hedged Equity ETF worth $387K as of Q2 2026.
  • Able Wealth Management sold 1,842 Clough Hedged Equity ETF shares in Q2 2026, an estimated $59K.
  • Clough Hedged Equity ETF made up 0.09% of Able Wealth Management's portfolio in Q2 2026, its #93 holding.
  • Able Wealth Management first reported a position in Clough Hedged Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • 9 funds tracked by Wall St. Rank held Clough Hedged Equity ETF as of Q2 2026.

Based on Able Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.