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PSI Advisors’s Clough Hedged Equity ETF CBLS Stock Holding History

PSI 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
Q1 		– Sell
-225
Closed -$5.9K – 771
2024
Q4 		$5.9K Sell
225
-70
-24% -$1.83K ﹤0.01% 606
2024
Q3 		$7.46K Hold
295
– – ﹤0.01% 589
2024
Q2 		$7.55K Buy
+295
New +$7.21K ﹤0.01% 565

Other funds holding CBLS

WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PSI Advisors's CBLS Position: Q1 2025 in Review

PSI Advisors sold out of Clough Hedged Equity ETF (CBLS) in Q1 2025, closing a stake of 225 shares — an estimated $5.9K sold.

PSI Advisors first reported a position in CBLS in Q2 2024 and held it in 3 quarters. The position peaked at $7.55K in Q2 2024. 7 funds tracked by Wall St. Rank hold CBLS as of Q1 2025.

  • PSI Advisors reported no remaining Clough Hedged Equity ETF position as of Q1 2025 after selling out during the quarter.
  • PSI Advisors sold 225 Clough Hedged Equity ETF shares in Q1 2025, an estimated $5.9K.
  • PSI Advisors first reported a position in Clough Hedged Equity ETF in Q2 2024 and held it in 3 quarters.
  • PSI Advisors's Clough Hedged Equity ETF position peaked at $7.55K in Q2 2024.
  • 7 funds tracked by Wall St. Rank held Clough Hedged Equity ETF as of Q1 2025.

Based on PSI Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.