Jaffetilchin Investment Partners’s Clough Select Equity ETF CBSE Stock Holding History

Jaffetilchin Investment Partners’s Portfolio CBSE Stock Details CBSE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$302K	Sell	7,571 -1,874	-20%	-$78.8K	0.02%	360
2025 Q4	$372K	Buy	9,445 +1,000	+12%	+$40.3K	0.02%	315
2025 Q3	$349K	Buy	8,445 +1,000	+13%	+$38.8K	0.02%	325
2025 Q2	$274K	Sell	7,445 -11,220	-60%	-$361K	0.02%	358
2025 Q1	$558K	Sell	18,665 -369	-2%	-$12.4K	0.04%	233
2024 Q4	$630K	Sell	19,034 -908	-5%	-$29.8K	0.05%	205
2024 Q3	$621K	Sell	19,942 -4,139	-17%	-$125K	0.05%	200
2024 Q2	$732K	Buy	+24,081	New	+$695K	0.06%	168

Other funds holding CBSE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Alchemi Wealth Essex, Connecticut $213M AUM

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Jaffetilchin Investment Partners reduced its Clough Select Equity ETF (CBSE) stake by 20% in Q1 2026, selling an estimated $78.8K and leaving 7,571 shares worth $302K. The position accounts for 0.02% of the portfolio, ranked #360.

Jaffetilchin Investment Partners first reported a position in CBSE in Q2 2024 and has held it in 8 quarters since. The position peaked at $732K in Q2 2024. 10 funds tracked by Wall St. Rank hold CBSE as of Q1 2026.

Jaffetilchin Investment Partners held 7,571 shares of Clough Select Equity ETF worth $302K as of Q1 2026.
Jaffetilchin Investment Partners sold 1,874 Clough Select Equity ETF shares in Q1 2026, an estimated $78.8K.
Clough Select Equity ETF made up 0.02% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #360 holding.
Jaffetilchin Investment Partners first reported a position in Clough Select Equity ETF in Q2 2024 and has held it in 8 quarters since.
Jaffetilchin Investment Partners's Clough Select Equity ETF position peaked at $732K in Q2 2024.
10 funds tracked by Wall St. Rank held Clough Select Equity ETF as of Q1 2026.

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