EFG
CBLS icon

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
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 $13.4B AUM 18.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
IAS
Insigneo Advisory Services Miami, Florida $1.41B AUM 27.46% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
AW
Alchemi Wealth Essex, Connecticut $180M AUM
AWM
Able Wealth Management Toms River, New Jersey $374M AUM 12.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ethos Financial Group's CBLS Position: Q1 2026 in Review

Ethos Financial Group held its Clough Hedged Equity ETF (CBLS) position steady in Q1 2026 at 15,136 shares worth $416K. The position accounts for 0.03% of the portfolio, ranked #347.

Ethos Financial Group first reported a position in CBLS in Q1 2025 and has held it in 5 quarters since. The position peaked at $462K in Q3 2025. 8 funds tracked by Wall St. Rank hold CBLS as of Q1 2026.

  • Ethos Financial Group held 15,136 shares of Clough Hedged Equity ETF worth $416K as of Q1 2026.
  • Ethos Financial Group left its Clough Hedged Equity ETF share count unchanged in Q1 2026.
  • Clough Hedged Equity ETF made up 0.03% of Ethos Financial Group's portfolio in Q1 2026, its #347 holding.
  • Ethos Financial Group first reported a position in Clough Hedged Equity ETF in Q1 2025 and has held it in 5 quarters since.
  • Ethos Financial Group's Clough Hedged Equity ETF position peaked at $462K in Q3 2025.
  • 8 funds tracked by Wall St. Rank held Clough Hedged Equity ETF as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.