Alchemi Wealth’s Clough Select Equity ETF CBSE Stock Holding History

Alchemi Wealth’s Portfolio CBSE Stock Details CBSE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$582K	Hold	11,107	–	–	0.27%	89
2026 Q1	$442K	Hold	11,107	–	–	0.25%	92
2025 Q4	$438K	Buy	+11,107	New	+$447K	0.24%	94

Other funds holding CBSE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Alchemi Wealth's CBSE Position: Q2 2026 in Review

Alchemi Wealth held its Clough Select Equity ETF (CBSE) position steady in Q2 2026 at 11,107 shares worth $582K. The position accounts for 0.27% of the portfolio, ranked #89.

Alchemi Wealth first reported a position in CBSE in Q4 2025 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold CBSE as of Q2 2026.

Alchemi Wealth held 11,107 shares of Clough Select Equity ETF worth $582K as of Q2 2026.
Alchemi Wealth left its Clough Select Equity ETF share count unchanged in Q2 2026.
Clough Select Equity ETF made up 0.27% of Alchemi Wealth's portfolio in Q2 2026, its #89 holding.
Alchemi Wealth first reported a position in Clough Select Equity ETF in Q4 2025 and has held it in 3 quarters since.
9 funds tracked by Wall St. Rank held Clough Select Equity ETF as of Q2 2026.

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