Mercer Global Advisors
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Mercer Global Advisors’s Clough Hedged Equity ETF CBLS Stock Holding History

Mercer Global 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
2025
Q4 		– Sell
-13,844
Closed -$398K – 2864
2025
Q3 		$398K Buy
+13,844
New +$394K ﹤0.01% 1900

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
IAS
Insigneo Advisory Services Miami, Florida $1.41B AUM 27.46% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Mercer Global Advisors's CBLS Position: Q4 2025 in Review

Mercer Global Advisors sold out of Clough Hedged Equity ETF (CBLS) in Q4 2025, closing a stake of 13,844 shares — an estimated $398K sold.

Mercer Global Advisors first reported a position in CBLS in Q3 2025 and held it in 1 quarter. The position peaked at $398K in Q3 2025. 9 funds tracked by Wall St. Rank hold CBLS as of Q4 2025.

  • Mercer Global Advisors reported no remaining Clough Hedged Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Mercer Global Advisors sold 13,844 Clough Hedged Equity ETF shares in Q4 2025, an estimated $398K.
  • Mercer Global Advisors first reported a position in Clough Hedged Equity ETF in Q3 2025 and held it in 1 quarter.
  • Mercer Global Advisors's Clough Hedged Equity ETF position peaked at $398K in Q3 2025.
  • 9 funds tracked by Wall St. Rank held Clough Hedged Equity ETF as of Q4 2025.

Based on Mercer Global Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.