Claro Advisors’s Clough Select Equity ETF CBSE Stock Holding History

Claro Advisors’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
2022 Q2	–	Sell	-8,500	Closed	-$232K	–	289
2022 Q1	$232K	Hold	8,500	–	–	0.08%	236
2021 Q4	$232K	Hold	8,500	–	–	0.08%	236
2021 Q3	$249K	Buy	+8,500	New	+$249K	0.1%	202

Other funds holding CBSE

BWG

Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return

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

Claro Advisors's CBSE Position: Q2 2022 in Review

Claro Advisors sold out of Clough Select Equity ETF (CBSE) in Q2 2022, closing a stake of 8,500 shares — an estimated $232K sold.

Claro Advisors first reported a position in CBSE in Q3 2021 and held it in 3 quarters. The position peaked at $249K in Q3 2021. 3 funds tracked by Wall St. Rank hold CBSE as of Q2 2022.

Claro Advisors reported no remaining Clough Select Equity ETF position as of Q2 2022 after selling out during the quarter.
Claro Advisors sold 8,500 Clough Select Equity ETF shares in Q2 2022, an estimated $232K.
Claro Advisors first reported a position in Clough Select Equity ETF in Q3 2021 and held it in 3 quarters.
Claro Advisors's Clough Select Equity ETF position peaked at $249K in Q3 2021.
3 funds tracked by Wall St. Rank held Clough Select Equity ETF as of Q2 2022.

Based on Claro Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.