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

Waverly 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
2026
Q2 		$18.6M Buy
545,649
+21,112
+4% +$676K 0.11% 185
2026
Q1 		$15.1M Buy
524,537
+20,555
+4% +$610K 0.11% 182
2025
Q4 		$13.9M Buy
503,982
+311
+0.1% +$8.75K 0.11% 176
2025
Q3 		$14.5M Buy
503,671
+8,472
+2% +$241K 0.14% 143
2025
Q2 		$14.2M Sell
495,199
-6,859
-1% -$188K 0.16% 129
2025
Q1 		$13.1M Sell
502,058
-108,445
-18% -$2.93M 0.16% 138
2024
Q4 		$16M Sell
610,503
-3,150
-0.5% -$82.2K 0.25% 84
2024
Q3 		$15.5M Sell
613,653
-6,894
-1% -$175K 0.29% 65
2024
Q2 		$15.9M Buy
620,547
+607,547
+4,673% +$14.8M 0.31% 62
2024
Q1 		$298K Buy
+13,000
New +$281K 0.01% 572

Other funds holding CBLS

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
IAS
Insigneo Advisory Services Miami, Florida $2.67B AUM 40.6% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AW
Alchemi Wealth Essex, Connecticut $213M AUM
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $436M AUM 18.5% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Waverly Advisors's CBLS Position: Q2 2026 in Review

Waverly Advisors increased its Clough Hedged Equity ETF (CBLS) stake by 4% in Q2 2026, buying an estimated $676K and bringing the position to 545,649 shares worth $18.6M. The position accounts for 0.11% of the portfolio, ranked #185.

Waverly Advisors first reported a position in CBLS in Q1 2024 and has held it in 10 quarters since. 9 funds tracked by Wall St. Rank hold CBLS as of Q2 2026.

  • Waverly Advisors held 545,649 shares of Clough Hedged Equity ETF worth $18.6M as of Q2 2026.
  • Waverly Advisors bought 21,112 Clough Hedged Equity ETF shares in Q2 2026, an estimated $676K.
  • Clough Hedged Equity ETF made up 0.11% of Waverly Advisors's portfolio in Q2 2026, its #185 holding.
  • Waverly Advisors first reported a position in Clough Hedged Equity ETF in Q1 2024 and has held it in 10 quarters since.
  • 9 funds tracked by Wall St. Rank held Clough Hedged Equity ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.