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Beta Wealth Group’s Clough Select Equity ETF CBSE Stock Holding History

Beta Wealth Group’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
Q2 		– Sell
-19,698
Closed -$589K – 106
2025
Q1 		$589K Sell
19,698
-228
-1% -$7.67K 0.21% 54
2024
Q4 		$660K Sell
19,926
-522
-3% -$17.1K 0.29% 52
2024
Q3 		$637K Sell
20,448
-1
-0% -$30 0.29% 58
2024
Q2 		$622K Sell
20,449
-2,609
-11% -$75.3K 0.29% 57
2024
Q1 		$640K Sell
23,058
-6,015
-21% -$156K 0.31% 51
2023
Q4 		$731K Buy
29,073
+1,296
+5% +$29.7K 0.38% 43
2023
Q3 		$626K Buy
27,777
+488
+2% +$11.5K 0.37% 49
2023
Q2 		$647K Sell
27,289
-2,752
-9% -$64.3K 0.37% 50
2023
Q1 		$717K Buy
30,041
+1,776
+6% +$41.5K 0.41% 48
2022
Q4 		$615K Sell
28,265
-3,271
-10% -$73.7K 0.41% 46
2022
Q3 		$677K Sell
31,536
-5,048
-14% -$116K 0.49% 43
2022
Q2 		$746K Buy
36,584
+1,108
+3% +$24.9K 0.5% 43
2022
Q1 		$895K Buy
35,476
+1,532
+5% +$38.1K 0.6% 40
2021
Q4 		$994K Hold
33,944
– – 0.72% 35
2021
Q3 		$994K Sell
33,944
-30
-0.1% -$878 0.72% 35
2021
Q2 		$1.02M Buy
33,974
+100
+0.3% +$2.92K 0.71% 35
2021
Q1 		$974K Buy
+33,874
New +$928K 0.71% 35

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
C
Covestor London, United Kingdom $173M AUM 56.91% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Beta Wealth Group's CBSE Position: Q2 2025 in Review

Beta Wealth Group sold out of Clough Select Equity ETF (CBSE) in Q2 2025, closing a stake of 19,698 shares — an estimated $589K sold.

Beta Wealth Group first reported a position in CBSE in Q1 2021 and held it in 17 quarters. The position peaked at $1.02M in Q2 2021. 10 funds tracked by Wall St. Rank hold CBSE as of Q2 2025.

  • Beta Wealth Group reported no remaining Clough Select Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Beta Wealth Group sold 19,698 Clough Select Equity ETF shares in Q2 2025, an estimated $589K.
  • Beta Wealth Group first reported a position in Clough Select Equity ETF in Q1 2021 and held it in 17 quarters.
  • Beta Wealth Group's Clough Select Equity ETF position peaked at $1.02M in Q2 2021.
  • 10 funds tracked by Wall St. Rank held Clough Select Equity ETF as of Q2 2025.

Based on Beta Wealth Group's 13F filing for Q2 2025, filed 11 Aug 2025.