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Insigneo Advisory Services’s Clough Hedged Equity ETF CBLS Stock Holding History

Insigneo Advisory Services’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 		$8.58M Buy
298,921
+113,550
+61% +$3.37M 0.61% 26
2025
Q4 		$5.1M Buy
+185,371
New +$5.22M 0.37% 39

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
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 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

Insigneo Advisory Services's CBLS Position: Q1 2026 in Review

Insigneo Advisory Services increased its Clough Hedged Equity ETF (CBLS) stake by 61% in Q1 2026, buying an estimated $3.37M and bringing the position to 298,921 shares worth $8.58M. The position accounts for 0.61% of the portfolio, ranked #26.

Insigneo Advisory Services first reported a position in CBLS in Q4 2025 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold CBLS as of Q1 2026.

  • Insigneo Advisory Services held 298,921 shares of Clough Hedged Equity ETF worth $8.58M as of Q1 2026.
  • Insigneo Advisory Services bought 113,550 Clough Hedged Equity ETF shares in Q1 2026, an estimated $3.37M.
  • Clough Hedged Equity ETF made up 0.61% of Insigneo Advisory Services's portfolio in Q1 2026, its #26 holding.
  • Insigneo Advisory Services first reported a position in Clough Hedged Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 8 funds tracked by Wall St. Rank held Clough Hedged Equity ETF as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.