Clough Select Equity ETF (CBSE) Price, Holdings, & News

ETF Overview

The Changebridge Capital Sustainable Equity ETF (CBSE) is an exchange-traded fund that mostly invests in total market equity. The fund is an actively managed, concentrated portfolio of US-listed stocks that appear fundamentally undervalued and have positive environmental, social and governance attributes as viewed by the fund adviser. CBSE was launched on Nov 13, 2020 and is managed by Changebridge Capital.

Key Stats

• Today's Range: $32.21 to $32.43
• 50-Day Range: $29.71 to $36.83
• 52-Week Range: $26.14 to $37.05
• Volume: 7,127 shs
• Average Volume: 4,516 shs
• Market Capitalization: $24.32 million
• Assets Under Management: $24.62 million
• Dividend Yield: 0.37%
• Net Expense Ratio: 0.86%
• Aggregate Rating: Moderate Buy

CBSE ETF - Frequently Asked Questions

How have CBSE shares performed this year?

Clough Select Equity ETF's stock was trading at $33.10 at the beginning of the year. Since then, CBSE stock has decreased by 2.1% and is now trading at $32.42.
View the best growth stocks for 2025 here.

Who are Clough Select Equity ETF's major shareholders?

Top institutional investors of Clough Select Equity ETF include JPMorgan Chase & Co. (36.68%), Waverly Advisors LLC (30.16%), Sanctuary Advisors LLC (4.50%) and Beta Wealth Group Inc. (3.99%).

How do I buy shares of Clough Select Equity ETF?

Shares of CBSE stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.

Fund Details

• Issuer: Clough Capital Partners
• Fund Name: Clough Select Equity ETF
• Tax Classification: Regulated Investment Company
• Stock Exchange: NYSEARCA
• Current Symbol: NYSEARCA:CBSE
• Inception Date: 11/13/2020
• Fund Manager: Vincent Lorusso
• Web: N/A
• Phone: N/A

Fund Focus

• Asset Class: Equity
• Benchmark: N/A
• Category: Strategy
• Focus: Theme
• Development Level: Developed Markets
• Region: North America
• Number of Holdings: 41

Fund Statistics

• Assets Under Management: $24.62 million
• Average Daily Volume: $0.00
• Discount/Premium: 0.07%

Administrator, Advisor and Custodian

• Administrator: U.S. Bancorp Fund Services, LLC
• Advisor: Clough Capital Partners L.P.
• Custodian: U.S. Bank, N.A.
• Distributor: Vigilant Distributors, LLC
• Transfer Agent: U.S. Bancorp Fund Services, LLC
• Trustee: N/A
• Lead Market Maker: RBC Capital Markets

Options

• Optionable: N/A
• Short Interest: 100 shs

Miscellaneous

• Outstanding Shares: 750,000
• Beta: 1.09
• Creation Unit: 50,000
• Creation Fee: $300.00