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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
Q2 		$12.4M Buy
364,221
+65,300
+22% +$2.09M 0.46% 40
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 $17.2B AUM 24.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
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

Insigneo Advisory Services's CBLS Position: Q2 2026 in Review

Insigneo Advisory Services increased its Clough Hedged Equity ETF (CBLS) stake by 22% in Q2 2026, buying an estimated $2.09M and bringing the position to 364,221 shares worth $12.4M. The position accounts for 0.46% of the portfolio, ranked #40.

Insigneo Advisory Services first reported a position in CBLS in Q4 2025 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold CBLS as of Q2 2026.

  • Insigneo Advisory Services held 364,221 shares of Clough Hedged Equity ETF worth $12.4M as of Q2 2026.
  • Insigneo Advisory Services bought 65,300 Clough Hedged Equity ETF shares in Q2 2026, an estimated $2.09M.
  • Clough Hedged Equity ETF made up 0.46% of Insigneo Advisory Services's portfolio in Q2 2026, its #40 holding.
  • Insigneo Advisory Services first reported a position in Clough Hedged Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 9 funds tracked by Wall St. Rank held Clough Hedged Equity ETF as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.