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

IFP Advisors’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	$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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IFP Advisors's CBLS Position: Q2 2026 in Review

IFP Advisors opened a new position in Clough Hedged Equity ETF (CBLS) in Q2 2026: 17,159 shares worth $584K. The stake represents 0.01% of the portfolio and ranks #974 among its holdings. This is a return to the name: IFP Advisors previously reported a position in CBLS as recently as Q1 2021.

IFP Advisors first reported a position in CBLS in Q1 2021 and has held it in 2 quarters since. 2 funds tracked by Wall St. Rank hold CBLS as of Q2 2026.

IFP Advisors held 17,159 shares of Clough Hedged Equity ETF worth $584K as of Q2 2026.
Clough Hedged Equity ETF was a new IFP Advisors position in Q2 2026.
Clough Hedged Equity ETF made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #974 holding.
IFP Advisors first reported a position in Clough Hedged Equity ETF in Q1 2021 and has held it in 2 quarters since.
2 funds tracked by Wall St. Rank held Clough Hedged Equity ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.