Raymond James Financial’s Clough Select Equity ETF CBSE Stock Holding History

Raymond James Financial’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
2025 Q3	–	Sell	-10	Closed	-$367	–	5254
2025 Q2	$367	Buy	+10	New	+$322	﹤0.01%	6705

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

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

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

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

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

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

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

Raymond James Financial sold out of Clough Select Equity ETF (CBSE) in Q3 2025, closing a stake of 10 shares — an estimated $367 sold.

Raymond James Financial first reported a position in CBSE in Q2 2025 and held it in 1 quarter. The position peaked at $367 in Q2 2025. 8 funds tracked by Wall St. Rank hold CBSE as of Q3 2025.

Raymond James Financial reported no remaining Clough Select Equity ETF position as of Q3 2025 after selling out during the quarter.
Raymond James Financial sold 10 Clough Select Equity ETF shares in Q3 2025, an estimated $367.
Raymond James Financial first reported a position in Clough Select Equity ETF in Q2 2025 and held it in 1 quarter.
Raymond James Financial's Clough Select Equity ETF position peaked at $367 in Q2 2025.
8 funds tracked by Wall St. Rank held Clough Select Equity ETF as of Q3 2025.

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