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AllSquare Wealth Management’s Clough Select Equity ETF CBSE Stock Holding History

AllSquare Wealth Management’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
2025
Q1 		– Sell
-15
Closed -$497 – 540
2024
Q4 		$497 Hold
15
– – ﹤0.01% 504
2024
Q3 		$467 Hold
15
– – ﹤0.01% 508
2024
Q2 		$456 Hold
15
– – ﹤0.01% 501
2024
Q1 		$416 Hold
15
– – ﹤0.01% 500
2023
Q4 		$377 Hold
15
– – ﹤0.01% 504
2023
Q3 		$338 Hold
15
– – ﹤0.01% 512
2023
Q2 		$340 Hold
15
– – ﹤0.01% 528
2023
Q1 		$358 Buy
+15
New +$350 ﹤0.01% 520

Other funds holding CBSE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

AllSquare Wealth Management's CBSE Position: Q1 2025 in Review

AllSquare Wealth Management sold out of Clough Select Equity ETF (CBSE) in Q1 2025, closing a stake of 15 shares — an estimated $497 sold.

AllSquare Wealth Management first reported a position in CBSE in Q1 2023 and held it in 8 quarters. The position peaked at $497 in Q4 2024. 9 funds tracked by Wall St. Rank hold CBSE as of Q1 2025.

  • AllSquare Wealth Management reported no remaining Clough Select Equity ETF position as of Q1 2025 after selling out during the quarter.
  • AllSquare Wealth Management sold 15 Clough Select Equity ETF shares in Q1 2025, an estimated $497.
  • AllSquare Wealth Management first reported a position in Clough Select Equity ETF in Q1 2023 and held it in 8 quarters.
  • AllSquare Wealth Management's Clough Select Equity ETF position peaked at $497 in Q4 2024.
  • 9 funds tracked by Wall St. Rank held Clough Select Equity ETF as of Q1 2025.

Based on AllSquare Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.