Able Wealth Management
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Able Wealth Management’s Convergence Long/Short Equity ETF CLSE Stock Holding History

Able Wealth Management’s Portfolio CLSE Stock Details CLSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$300K Sell
8,703
-2,520
-22% -$85.3K 0.07% 110
2026
Q2 		$383K Buy
11,223
+1,924
+21% +$62.3K 0.09% 95
2026
Q1 		$262K Sell
9,299
-20
-0.2% -$562 0.07% 102
2025
Q4 		$255K Buy
9,319
+1,365
+17% +$36.5K 0.08% 95
2025
Q3 		$207K Buy
+7,954
New +$195K 0.08% 103

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Archford Capital Strategies
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Able Wealth Management's CLSE Position: Q3 2026 in Review

Able Wealth Management reduced its Convergence Long/Short Equity ETF (CLSE) stake by 22% in Q3 2026, selling an estimated $85.3K and leaving 8,703 shares worth $300K. The position accounts for 0.07% of the portfolio, ranked #110.

Able Wealth Management first reported a position in CLSE in Q3 2025 and has held it in 5 quarters since. The position peaked at $383K in Q2 2026. 54 funds tracked by Wall St. Rank hold CLSE as of Q3 2026.

  • Able Wealth Management held 8,703 shares of Convergence Long/Short Equity ETF worth $300K as of Q3 2026.
  • Able Wealth Management sold 2,520 Convergence Long/Short Equity ETF shares in Q3 2026, an estimated $85.3K.
  • Convergence Long/Short Equity ETF made up 0.07% of Able Wealth Management's portfolio in Q3 2026, its #110 holding.
  • Able Wealth Management first reported a position in Convergence Long/Short Equity ETF in Q3 2025 and has held it in 5 quarters since.
  • Able Wealth Management's Convergence Long/Short Equity ETF position peaked at $383K in Q2 2026.
  • 54 funds tracked by Wall St. Rank held Convergence Long/Short Equity ETF as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.