CBLS

Changebridge$32.79 ()
AUM $57.7MER 1.90%NAV $32.80Holdings 20

Price Chart

Key Statistics

Previous Close

$32.33

Day Range

N/A

52-Week Range

$27.05$34.28

Avg Volume

6.3K

Dividend Yield

0.85%

Expense Ratio

1.90%

AUM

$57.7M

Shares Outstanding

1.6M

ETF Grades

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Sector Breakdown

SectorWeight %
Cash & Others47.72%
Technology18.56%
Healthcare18.14%
Energy12.69%
Utilities8.97%
Consumer Cyclical6.92%
Basic Materials3.21%
Industrials1.64%
Consumer Defensive-3.58%
Communication Services-4.16%
Financial Services-10.12%

Country Allocation

CountryWeight %
United States77.28%
Other12.84%
Canada4.00%
Switzerland3.86%
Taiwan2.02%

Fund Information

Inception Date
Nov 13, 2020
Exchange
NYSE_ARCA
Description
The investment process focuses on investing in global themes and utilizes a bottom-up research process to identify companies positioned to benefit from these themes.

Similar ETFs

SymbolNameAUM
BNDVanguard Total Bond Market ETF$389.80B
AGGiShares Core U.S. Aggregate Bond ETF$137.21B
BNDXVanguard Total International Bond ETF$118.10B
SGOViShares 0-3 Month Treasury Bond ETF$94.77B
BSVVanguard Short-Term Bond ETF$69.90B

The Clough Hedged Equity ETF (CBLS) is an exchange-traded fund issued by Changebridge that launched on Nov 13, 2020. It currently manages $57.7M in assets under management. The fund charges an expense ratio of 1.90%. The fund holds 20 securities in its portfolio. It falls under the Cash & Others category.

Top 10 holdings represent 41.5% of the fund

RankSymbolNameWeight %SharesMarket Value
1BROKER SWEEP22.50%23,283,419$23.0M
2BLACKROCK LIQUIDITY FUNDS T-FUND (INST SHS)5.52%5,716,704$5.6M
3SBUXStarbucks Corp1.87%18,915$1.9M
4SCIService Corp International/US1.84%25,774$1.9M
5OSCROscar Health Inc1.82%64,996$1.9M
6VGVenture Global Inc1.73%140,787$1.8M
7ROLRollins Inc1.72%37,941$1.8M
8SNOWSnowflake Inc1.53%6,570$1.6M
9UNHUnitedHealth Group Inc1.48%3,768$1.5M
10KRYSKrystal Biotech Inc1.47%4,741$1.5M
11SEISolaris Energy Infrastructure1.47%20,070$1.5M
12TJXTJX Cos Inc/The1.45%8,900$1.5M
13GTXGarrett Motion Inc1.43%44,341$1.5M
14SCCOSouthern Copper Corp1.43%8,112$1.5M
15WMTWalmart Inc1.42%12,150$1.4M

Detailed Returns

PeriodReturnETF
1D
1W
-0.14%
1M
+0.86%
3M
+12.01%
6M
+18.80%
YTD
+16.30%
1Y
+15.61%
3Y
+64.06%
5Y
+23.38%

Moving Averages

20-Day MA

$32.86

Below 20-Day MA
50-Day MA

$31.71

Above 50-Day MA
200-Day MA

$29.51

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$34.28

Current Price

$32.79

52-Week Low

$27.05

$27.05$34.28

Current Yield

0.85%

Annual Dividend

$0.5294

Frequency

0x/year

Last Ex-Date

Dec 30, 2025

Dividend History

Ex-DateAmountPay Date
Dec 30, 2025$0.2470Dec 31, 2025
Dec 24, 2024$0.1924Dec 26, 2024
Dec 21, 2023$0.0900Dec 26, 2023

Dividend Payments Over Time

Category Comparison

MetricCBLSCash & Others(1004 ETFs)Diversified(81 ETFs)
Fund Info
Expense Ratio1.90%0.59%0.59%
AUM$57.7M$2.70B$1.37B
Dividend Yield0.85%9.48%2.04%
Avg Volume6.3K2.0M434.4K
Holdings20334118
Performance
1-Month Return-1.87%+0.06%+1.38%
6-Month Return+14.77%-0.30%+9.67%
YTD Return+19.29%+2.40%+10.45%
1-Year Return+16.63%+3.99%+22.02%

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