CBLS

Changebridge$31.33+0.00 (+0.00%)
AUM $53.5MER 1.90%NAV $31.65Holdings 20

Price Chart

Key Statistics

Previous Close

$31.88

Day Range

$31.27$31.35

52-Week Range

$26.82$31.88

Avg Volume

1.9K

Dividend Yield

0.85%

Expense Ratio

1.90%

AUM

$53.5M

Shares Outstanding

1.5M

ETF Grades

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Sector Breakdown

SectorWeight %
Technology37.11%
Energy19.30%
Consumer Cyclical12.56%
Utilities12.12%
Industrials10.08%
Communication Services7.20%
Basic Materials5.49%
Financial Services3.12%
Cash & Others1.89%
Healthcare-0.24%
Consumer Defensive-8.62%

Country Allocation

CountryWeight %
United States64.93%
Other20.73%
Canada4.04%
Taiwan (Province of China)3.93%
Singapore3.91%
Cayman Islands3.85%
Bermuda2.30%

Fund Information

Category
Technology
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
VTIVanguard Total Stock Market ETF$2.00T
VOOVanguard S&P 500 ETF$1.40T
IVViShares Core S&P 500 ETF$789.70B
SPYState Street SPDR S&P 500 ETF Trust$723.48B
QQQInvesco QQQ Trust, Series 1$426.66B

The Clough Hedged Equity ETF (CBLS) is an exchange-traded fund issued by Changebridge that launched on Nov 13, 2020. It currently manages $53.5M 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 Technology category.

Top 10 holdings represent 29.4% of the fund

RankSymbolNameWeight %SharesMarket Value
1BLACKROCK LIQUIDITY FUNDS T-FUND (INST SHS)9.61%7,133,121$7.1M
2SITMSiTime Corp2.32%3,024$1.7M
3MPWRMonolithic Power Systems Inc2.28%1,038$1.7M
4KLACKLA Corp2.22%853$1.6M
5ONTOOnto Innovation Inc2.21%5,330$1.6M
6SCIService Corp International/US2.19%18,521$1.6M
7LITELumentum Holdings Inc2.19%1,840$1.6M
8AVGOBroadcom Inc2.13%3,744$1.6M
9LRCXLam Research Corp2.12%5,872$1.6M
10OKLOOklo Inc2.09%21,882$1.6M
11SLBSLB LTD2.09%27,606$1.6M
12VGVenture Global Inc1.98%123,618$1.5M
13HALHalliburton Co1.98%36,308$1.5M
14APHAmphenol Corp1.96%9,719$1.5M
15CEGConstellation Energy Corp1.95%4,625$1.4M

Detailed Returns

PeriodReturnETF
1D
+0.00%
1W
+0.88%
1M
+9.47%
3M
+3.60%
6M
+10.62%
YTD
+11.30%
1Y
+16.44%
3Y
+53.76%
5Y
+19.74%

Moving Averages

20-Day MA

$30.25

Above 20-Day MA
50-Day MA

$30.00

Above 50-Day MA
200-Day MA

$28.91

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$31.88

Current Price

$31.33

52-Week Low

$26.82

$26.82$31.88

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

MetricCBLSTechnology(1414 ETFs)Diversified(81 ETFs)
Fund Info
Expense Ratio1.90%0.67%0.59%
AUM$53.5M$6.79B$1.29B
Dividend Yield0.85%2.97%2.04%
Avg Volume1.9K575.1K285.1K
Holdings20200114
Performance
1-Month Return+7.03%+11.56%+6.69%
6-Month Return+11.67%+6.25%+9.23%
YTD Return+14.16%+7.05%+7.42%
1-Year Return+17.43%+37.22%+27.81%

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