UBS Group
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UBS Group’s Clough Hedged Equity ETF CBLS Stock Holding History

UBS Group’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
-198
Closed -$5.69K – 10553
2025
Q3 		$5.69K Sell
198
-1,850
-90% -$52.7K ﹤0.01% 8837
2025
Q2 		$58.8K Sell
2,048
-7,416
-78% -$203K ﹤0.01% 7637
2025
Q1 		$247K Buy
+9,464
New +$256K ﹤0.01% 6391
2024
Q2 		– Sell
-40
Closed -$917 – 9564
2024
Q1 		$917 Buy
40
+15
+60% +$324 ﹤0.01% 8307
2023
Q4 		$513 Sell
25
-446
-95% -$8.72K ﹤0.01% 8620
2023
Q3 		$8.96K Buy
+471
New +$9.16K ﹤0.01% 7159
2023
Q1 		– Sell
-13,708
Closed -$290K – 9646
2022
Q4 		$290K Buy
13,708
+4,738
+53% +$103K ﹤0.01% 5158
2022
Q3 		$193K Buy
8,970
+7,748
+634% +$168K ﹤0.01% 5111
2022
Q2 		$24K Buy
+1,222
New +$25.9K ﹤0.01% 6645

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

UBS Group's CBLS Position: Q4 2025 in Review

UBS Group sold out of Clough Hedged Equity ETF (CBLS) in Q4 2025, closing a stake of 198 shares — an estimated $5.69K sold.

UBS Group first reported a position in CBLS in Q2 2022 and held it in 9 quarters. The position peaked at $290K in Q4 2022. 9 funds tracked by Wall St. Rank hold CBLS as of Q4 2025.

  • UBS Group reported no remaining Clough Hedged Equity ETF position as of Q4 2025 after selling out during the quarter.
  • UBS Group sold 198 Clough Hedged Equity ETF shares in Q4 2025, an estimated $5.69K.
  • UBS Group first reported a position in Clough Hedged Equity ETF in Q2 2022 and held it in 9 quarters.
  • UBS Group's Clough Hedged Equity ETF position peaked at $290K in Q4 2022.
  • 9 funds tracked by Wall St. Rank held Clough Hedged Equity ETF as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.