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Waverly Advisors’s Clough Select Equity ETF CBSE Stock Holding History

Waverly Advisors’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
2026
Q2 		$7.6M Sell
145,146
-44,125
-23% -$2.11M 0.04% 343
2026
Q1 		$7.54M Buy
189,271
+6,359
+3% +$267K 0.06% 316
2025
Q4 		$7.21M Buy
182,912
+1,595
+0.9% +$64.2K 0.06% 305
2025
Q3 		$7.49M Buy
181,317
+34
+0% +$1.32K 0.07% 251
2025
Q2 		$6.66M Sell
181,283
-4,175
-2% -$134K 0.07% 252
2025
Q1 		$5.54M Buy
185,458
+34,650
+23% +$1.16M 0.07% 276
2024
Q4 		$4.99M Buy
150,808
+7,704
+5% +$253K 0.08% 217
2024
Q3 		$4.46M Sell
143,104
-22,889
-14% -$694K 0.08% 210
2024
Q2 		$5.05M Buy
165,993
+11,722
+8% +$338K 0.1% 184
2024
Q1 		$4.28M Buy
+154,271
New +$3.99M 0.1% 164

Other funds holding CBSE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AW
Alchemi Wealth Essex, Connecticut $213M AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Waverly Advisors's CBSE Position: Q2 2026 in Review

Waverly Advisors reduced its Clough Select Equity ETF (CBSE) stake by 23% in Q2 2026, selling an estimated $2.11M and leaving 145,146 shares worth $7.6M. The position accounts for 0.04% of the portfolio, ranked #343.

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

  • Waverly Advisors held 145,146 shares of Clough Select Equity ETF worth $7.6M as of Q2 2026.
  • Waverly Advisors sold 44,125 Clough Select Equity ETF shares in Q2 2026, an estimated $2.11M.
  • Clough Select Equity ETF made up 0.04% of Waverly Advisors's portfolio in Q2 2026, its #343 holding.
  • Waverly Advisors first reported a position in Clough Select Equity ETF in Q1 2024 and has held it in 10 quarters since.
  • 9 funds tracked by Wall St. Rank held Clough Select Equity ETF as of Q2 2026.

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