IFP Advisors’s Clough Hedged Equity ETF CBLS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$535K Hold
17,159
– – 0.01% 1034
2026
Q2
$584K Buy
+17,159
New +$550K 0.01% 974
2021
Q2
– Sell
-7,300
Closed -$193K – 3083
2021
Q1
$194K Buy
+7,300
New +$189K ﹤0.01% 849

Other funds holding CBLS

IFP Advisors's CBLS Position: Q3 2026 in Review

IFP Advisors held its Clough Hedged Equity ETF (CBLS) position steady in Q3 2026 at 17,159 shares worth $535K. The position accounts for 0.01% of the portfolio, ranked #1034.

IFP Advisors first reported a position in CBLS in Q1 2021 and has held it in 3 quarters since. The position peaked at $584K in Q2 2026. 3 funds tracked by Wall St. Rank hold CBLS as of Q3 2026.

  • IFP Advisors held 17,159 shares of Clough Hedged Equity ETF worth $535K as of Q3 2026.
  • IFP Advisors left its Clough Hedged Equity ETF share count unchanged in Q3 2026.
  • Clough Hedged Equity ETF made up 0.01% of IFP Advisors's portfolio in Q3 2026, its #1034 holding.
  • IFP Advisors first reported a position in Clough Hedged Equity ETF in Q1 2021 and has held it in 3 quarters since.
  • IFP Advisors's Clough Hedged Equity ETF position peaked at $584K in Q2 2026.
  • 3 funds tracked by Wall St. Rank held Clough Hedged Equity ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.