Covestor’s Clough Select Equity ETF CBSE Stock Holding History

Covestor’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 Q3	–	Sell	-23	Closed	-$1K	–	2314
2025 Q2	$1K	Buy	+23	New	+$741	﹤0.01%	1946

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

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

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

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

Covestor's CBSE Position: Q3 2025 in Review

Covestor sold out of Clough Select Equity ETF (CBSE) in Q3 2025, closing a stake of 23 shares — an estimated $1K sold.

Covestor first reported a position in CBSE in Q2 2025 and held it in 1 quarter. The position peaked at $1K in Q2 2025. 8 funds tracked by Wall St. Rank hold CBSE as of Q3 2025.

Covestor reported no remaining Clough Select Equity ETF position as of Q3 2025 after selling out during the quarter.
Covestor sold 23 Clough Select Equity ETF shares in Q3 2025, an estimated $1K.
Covestor first reported a position in Clough Select Equity ETF in Q2 2025 and held it in 1 quarter.
Covestor's Clough Select Equity ETF position peaked at $1K in Q2 2025.
8 funds tracked by Wall St. Rank held Clough Select Equity ETF as of Q3 2025.

Based on Covestor's 13F filing for Q3 2025, filed 30 Oct 2025.