Jaffetilchin Investment Partners’s Clough Hedged Equity ETF CBLS Stock Holding History

Jaffetilchin Investment Partners’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	$3.78M	Buy	131,687 +8,875	+7%	+$263K	0.22%	78
2025 Q4	$3.38M	Sell	122,812 -10,696	-8%	-$301K	0.2%	84
2025 Q3	$3.84M	Sell	133,508 -14,408	-10%	-$410K	0.23%	75
2025 Q2	$4.25M	Buy	147,916 +3,049	+2%	+$83.4K	0.28%	64
2025 Q1	$3.79M	Buy	144,867 +4,434	+3%	+$120K	0.27%	61
2024 Q4	$3.68M	Sell	140,433 -2,292	-2%	-$59.8K	0.27%	61
2024 Q3	$3.61M	Buy	142,725 +20,027	+16%	+$509K	0.27%	61
2024 Q2	$3.14M	Sell	122,698 -6,715	-5%	-$164K	0.27%	61
2024 Q1	$2.97M	Buy	129,413 +32,326	+33%	+$698K	0.27%	67
2023 Q4	$1.99M	Buy	+97,087	New	+$1.9M	0.19%	83

Other funds holding CBLS

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

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

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jaffetilchin Investment Partners's CBLS Position: Q1 2026 in Review

Jaffetilchin Investment Partners increased its Clough Hedged Equity ETF (CBLS) stake by 7.2% in Q1 2026, buying an estimated $263K and bringing the position to 131,687 shares worth $3.78M. The position accounts for 0.22% of the portfolio, ranked #78.

Jaffetilchin Investment Partners first reported a position in CBLS in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.25M in Q2 2025. 8 funds tracked by Wall St. Rank hold CBLS as of Q1 2026.

Jaffetilchin Investment Partners held 131,687 shares of Clough Hedged Equity ETF worth $3.78M as of Q1 2026.
Jaffetilchin Investment Partners bought 8,875 Clough Hedged Equity ETF shares in Q1 2026, an estimated $263K.
Clough Hedged Equity ETF made up 0.22% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #78 holding.
Jaffetilchin Investment Partners first reported a position in Clough Hedged Equity ETF in Q4 2023 and has held it in 10 quarters since.
Jaffetilchin Investment Partners's Clough Hedged Equity ETF position peaked at $4.25M in Q2 2025.
8 funds tracked by Wall St. Rank held Clough Hedged Equity ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.