CBLS

Changebridge$32.79 ()
AUM $60.0MER 1.90%NAV $34.26Holdings 20

Price Chart

Key Statistics

Previous Close

$32.33

Day Range

N/A

52-Week Range

$27.05$34.28

Avg Volume

6.4K

Dividend Yield

0.85%

Expense Ratio

1.90%

AUM

$60.0M

Shares Outstanding

1.6M

ETF Grades

?

Sector Breakdown

SectorWeight %
Cash & Others45.15%
Technology30.21%
Healthcare9.32%
Basic Materials8.13%
Energy7.45%
Utilities6.89%
Industrials3.87%
Consumer Cyclical-0.07%
Communication Services-1.94%
Consumer Defensive-4.05%
Financial Services-4.95%

Country Allocation

CountryWeight %
United States47.42%
Other45.15%
Canada4.22%
Switzerland4.14%
Taiwan (Province of China)2.15%

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$135.94B
BNDXVanguard Total International Bond ETF$118.10B
SGOViShares 0-3 Month Treasury Bond ETF$93.23B
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 $60.0M 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 35.1% of the fund

RankSymbolNameWeight %SharesMarket Value
1BROKER SWEEP19.96%19,856,074$17.9M
2MRVLMarvell Technology Inc1.88%5,905$1.7M
3BLACKROCK LIQUIDITY FUNDS T-FUND (INST SHS)1.86%1,854,630$1.7M
4NVDANVIDIA Corp1.72%7,822$1.5M
5TXG10X Genomics Inc1.69%50,144$1.5M
6MUMicron Technology Inc1.64%1,634$1.5M
7SNOWSnowflake Inc1.61%6,570$1.4M
8VGVenture Global Inc1.60%121,177$1.4M
9WGSGeneDx Holdings Corp1.56%27,697$1.4M
10KLACKLA Corp1.55%722$1.4M
11WDCWestern Digital Corp1.54%2,672$1.4M
12OSCROscar Health Inc1.54%64,996$1.4M
13AKAMAkamai Technologies Inc1.54%9,631$1.4M
14LRCXLam Research Corp1.52%4,506$1.4M
15UNHUnitedHealth Group Inc1.50%3,768$1.3M

Detailed Returns

PeriodReturnETF
1D
1W
-4.37%
1M
-1.91%
3M
+11.95%
6M
+17.55%
YTD
+16.24%
1Y
+15.76%
3Y
+63.45%
5Y
+24.04%

Moving Averages

20-Day MA

$32.89

Below 20-Day MA
50-Day MA

$31.64

Above 50-Day MA
200-Day MA

$29.49

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(1005 ETFs)Diversified(81 ETFs)
Fund Info
Expense Ratio1.90%0.60%0.59%
AUM$60.0M$2.65B$1.32B
Dividend Yield0.85%9.55%2.04%
Avg Volume6.4K1.9M407.0K
Holdings20333118
Performance
1-Month Return-0.11%+0.16%+1.03%
6-Month Return+15.73%-0.25%+10.19%
YTD Return+19.23%+2.08%+10.03%
1-Year Return+16.64%+3.80%+21.74%

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