Osaic Holdings’s Clough Select Equity ETF CBSE Stock Holding History

Osaic Holdings’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 Q2	$100K	Sell	1,918 -154	-7%	-$7.36K	﹤0.01%	4942
2026 Q1	$82.5K	Buy	2,072 +997	+93%	+$41.9K	﹤0.01%	4829
2025 Q4	$42.4K	Sell	1,075 -705	-40%	-$28.4K	﹤0.01%	5350
2025 Q3	$73.5K	Buy	1,780 +550	+45%	+$21.3K	﹤0.01%	5041
2025 Q2	$45.2K	Sell	1,230 -6,864	-85%	-$221K	﹤0.01%	5129
2025 Q1	$242K	Buy	+8,094	New	+$272K	﹤0.01%	3477
2024 Q4	–	Sell	-3,890	Closed	-$121K	–	7431
2024 Q3	$121K	Buy	+3,890	New	+$118K	﹤0.01%	4082
2023 Q4	–	Sell	-360	Closed	-$8.11K	–	7316
2023 Q3	$8.11K	Buy	+360	New	+$8.49K	﹤0.01%	6042

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Alchemi Wealth Essex, Connecticut $213M AUM

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

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

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

Osaic Holdings's CBSE Position: Q2 2026 in Review

Osaic Holdings reduced its Clough Select Equity ETF (CBSE) stake by 7.4% in Q2 2026, selling an estimated $7.36K and leaving 1,918 shares worth $100K. The position accounts for ﹤0.01% of the portfolio, ranked #4942.

Osaic Holdings first reported a position in CBSE in Q3 2023 and has held it in 8 quarters since. The position peaked at $242K in Q1 2025. 9 funds tracked by Wall St. Rank hold CBSE as of Q2 2026.

Osaic Holdings held 1,918 shares of Clough Select Equity ETF worth $100K as of Q2 2026.
Osaic Holdings sold 154 Clough Select Equity ETF shares in Q2 2026, an estimated $7.36K.
Clough Select Equity ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #4942 holding.
Osaic Holdings first reported a position in Clough Select Equity ETF in Q3 2023 and has held it in 8 quarters since.
Osaic Holdings's Clough Select Equity ETF position peaked at $242K in Q1 2025.
9 funds tracked by Wall St. Rank held Clough Select Equity ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.