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 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 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

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

Alchemi Wealth Essex, Connecticut $180M AUM

AWM

Able Wealth Management Toms River, New Jersey $374M AUM 12.51% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Waverly Advisors's CBLS Position: Q1 2026 in Review

Waverly Advisors increased its Clough Hedged Equity ETF (CBLS) stake by 4.1% in Q1 2026, buying an estimated $610K and bringing the position to 524,537 shares worth $15.1M. The position accounts for 0.11% of the portfolio, ranked #182.

Waverly Advisors first reported a position in CBLS in Q1 2024 and has held it in 9 quarters since. The position peaked at $16M in Q4 2024. 8 funds tracked by Wall St. Rank hold CBLS as of Q1 2026.

Waverly Advisors held 524,537 shares of Clough Hedged Equity ETF worth $15.1M as of Q1 2026.
Waverly Advisors bought 20,555 Clough Hedged Equity ETF shares in Q1 2026, an estimated $610K.
Clough Hedged Equity ETF made up 0.11% of Waverly Advisors's portfolio in Q1 2026, its #182 holding.
Waverly Advisors first reported a position in Clough Hedged Equity ETF in Q1 2024 and has held it in 9 quarters since.
Waverly Advisors's Clough Hedged Equity ETF position peaked at $16M in Q4 2024.
8 funds tracked by Wall St. Rank held Clough Hedged Equity ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.