CBLS

Changebridge$31.43-0.13 (-0.40%)
AUM $59.8MER 1.89%NAV $32.47Holdings 20

Price Chart

Key Statistics

Previous Close

$31.56

Day Range

$31.43$31.43

52-Week Range

$27.05$34.28

Avg Volume

4.0K

Dividend Yield

0.85%

Expense Ratio

1.89%

AUM

$59.8M

Shares Outstanding

1.8M

ETF Grades

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Sector Breakdown

SectorWeight %
Consumer Cyclical27.11%
Technology18.12%
Healthcare14.62%
Energy9.00%
Industrials8.05%
Communication Services5.61%
Consumer Defensive5.14%
Basic Materials5.10%
Financial Services4.72%
Utilities2.51%
Cash & Others0.02%

Country Allocation

CountryWeight %
Other54.24%
United States44.98%
Taiwan (Province of China)2.32%
Brazil2.31%
Bahamas2.25%
Netherlands0.14%

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
XLYState Street Consumer Discretionary Select Sector SPDR ETF$21.19B
MCHIiShares MSCI China ETF$6.07B
KWEBKraneShares CSI China Internet ETF$5.28B
TSLLDirexion Daily TSLA Bull 2X ETF$3.00B
ITBiShares U.S. Home Construction ETF$2.27B

The Clough Hedged Equity ETF (CBLS) is an exchange-traded fund issued by Changebridge that launched on Nov 13, 2020. It currently manages $59.8M in assets under management. The fund charges an expense ratio of 1.89%. The fund holds 20 securities in its portfolio. It falls under the Consumer Cyclical category.

Top 10 holdings represent 83.6% of the fund

RankSymbolNameWeight %SharesMarket Value
1BROKER SWEEP51.20%28,642,264$31.5M
2BLACKROCK LIQUIDITY FUNDS T-FUND (INST SHS)8.19%4,579,723$5.0M
3VGVenture Global Inc3.88%143,081$2.4M
4FCXFreeport-McMoRan Inc2.99%26,380$1.8M
5VRTVertiv Holdings Co2.95%5,419$1.8M
6SCIService Corp International/US2.93%20,654$1.8M
7NUNU Holdings Ltd/Cayman Islands2.91%114,343$1.8M
8SCCOSouthern Copper Corp2.88%8,840$1.8M
9KTBKontoor Brands Inc2.86%19,237$1.8M
10CEGConstellation Energy Corp2.82%5,726$1.7M
11ELFelf Beauty Inc2.80%20,589$1.7M
12SBUXStarbucks Corp2.80%15,154$1.7M
13MRVLMarvell Technology Inc2.79%7,453$1.7M
14SEISolaris Energy Infrastructure2.76%25,507$1.7M
15WTTRSelect Water Solutions Inc2.74%73,672$1.7M

Detailed Returns

PeriodReturnETF
1D
-0.40%
1W
-2.05%
1M
-6.81%
3M
+2.22%
6M
+3.73%
YTD
+11.43%
1Y
+9.47%
3Y
+60.39%
5Y
+23.34%

Moving Averages

20-Day MA

$32.62

Below 20-Day MA
50-Day MA

$32.82

Below 50-Day MA
200-Day MA

$30.15

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$34.28

Current Price

$31.43

52-Week Low

$27.05

$27.05$34.28

Current Yield

0.85%

Annual Dividend

$0.7218

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 24, 2024$0.1924Dec 26, 2024
Dec 21, 2023$0.0900Dec 26, 2023
Dec 21, 2023$0.0900Dec 26, 2023

Dividend Payments Over Time

Category Comparison

MetricCBLSConsumer Cyclical(139 ETFs)Diversified(81 ETFs)
Fund Info
Expense Ratio1.89%0.76%0.59%
AUM$59.8M$444.7M$1.38B
Dividend Yield0.85%6.13%2.04%
Avg Volume4.0K1.0M218.8K
Holdings2067128
Performance
1-Month Return-5.66%-0.20%-1.45%
6-Month Return+9.55%+0.77%+5.83%
YTD Return+14.77%-5.58%+7.00%
1-Year Return+13.22%-6.96%+9.18%

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