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Ethos Financial Group’s Clough Hedged Equity ETF CBLS Stock Holding History

Ethos Financial Group’s Portfolio CBLS Stock Details CBLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$431K Sell
12,662
-2,474
-16% -$79.3K 0.03% 391
2026
Q1 		$416K Hold
15,136
– – 0.03% 347
2025
Q4 		$416K Sell
15,136
-932
-6% -$26.2K 0.03% 321
2025
Q3 		$462K Hold
16,068
– – 0.04% 278
2025
Q2 		$461K Hold
16,068
– – 0.04% 280
2025
Q1 		$420K Buy
+16,068
New +$434K 0.04% 264

Other funds holding CBLS

WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
IAS
Insigneo Advisory Services Miami, Florida $2.67B AUM 40.6% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AW
Alchemi Wealth Essex, Connecticut $213M AUM
AWM
Able Wealth Management Toms River, New Jersey $436M AUM 18.5% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Ethos Financial Group's CBLS Position: Q2 2026 in Review

Ethos Financial Group reduced its Clough Hedged Equity ETF (CBLS) stake by 16% in Q2 2026, selling an estimated $79.3K and leaving 12,662 shares worth $431K. The position accounts for 0.03% of the portfolio, ranked #391.

Ethos Financial Group first reported a position in CBLS in Q1 2025 and has held it in 6 quarters since. The position peaked at $462K in Q3 2025. 9 funds tracked by Wall St. Rank hold CBLS as of Q2 2026.

  • Ethos Financial Group held 12,662 shares of Clough Hedged Equity ETF worth $431K as of Q2 2026.
  • Ethos Financial Group sold 2,474 Clough Hedged Equity ETF shares in Q2 2026, an estimated $79.3K.
  • Clough Hedged Equity ETF made up 0.03% of Ethos Financial Group's portfolio in Q2 2026, its #391 holding.
  • Ethos Financial Group first reported a position in Clough Hedged Equity ETF in Q1 2025 and has held it in 6 quarters since.
  • Ethos Financial Group's Clough Hedged Equity ETF position peaked at $462K in Q3 2025.
  • 9 funds tracked by Wall St. Rank held Clough Hedged Equity ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.