Raymond James Financial
CBLS icon

Raymond James Financial’s Clough Hedged Equity ETF CBLS Stock Holding History

Raymond James Financial’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
Q3 		– Sell
-523
Closed -$15K – 5253
2025
Q2 		$15K Sell
523
-120,000
-100% -$3.28M ﹤0.01% 5724
2025
Q1 		$3.15M Buy
120,523
+523
+0.4% +$14.1K ﹤0.01% 2661
2024
Q4 		$3.14M Buy
+120,000
New +$3.13M ﹤0.01% 2634

Other funds holding CBLS

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $436M AUM 18.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial's CBLS Position: Q3 2025 in Review

Raymond James Financial sold out of Clough Hedged Equity ETF (CBLS) in Q3 2025, closing a stake of 523 shares — an estimated $15K sold.

Raymond James Financial first reported a position in CBLS in Q4 2024 and held it in 3 quarters. The position peaked at $3.15M in Q1 2025. 8 funds tracked by Wall St. Rank hold CBLS as of Q3 2025.

  • Raymond James Financial reported no remaining Clough Hedged Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 523 Clough Hedged Equity ETF shares in Q3 2025, an estimated $15K.
  • Raymond James Financial first reported a position in Clough Hedged Equity ETF in Q4 2024 and held it in 3 quarters.
  • Raymond James Financial's Clough Hedged Equity ETF position peaked at $3.15M in Q1 2025.
  • 8 funds tracked by Wall St. Rank held Clough Hedged Equity ETF as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.