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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
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

Other funds holding CLSE

FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
RP
Riverwater Partners Milwaukee, Wisconsin $300M AUM 26.4% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LSWP
Liberty Square Wealth Partners Bethlehem, Pennsylvania $358M AUM 17% 1-Year Est. Return
CCA
Cottonwood Capital Advisors Salt Lake City, Utah $142M AUM 18.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Able Wealth Management's CLSE Position: Q1 2026 in Review

Able Wealth Management reduced its Convergence Long/Short Equity ETF (CLSE) stake by 0.21% in Q1 2026, selling an estimated $562 and leaving 9,299 shares worth $262K. The position accounts for 0.07% of the portfolio, ranked #102.

Able Wealth Management first reported a position in CLSE in Q3 2025 and has held it in 3 quarters since. 74 funds tracked by Wall St. Rank hold CLSE as of Q1 2026.

  • Able Wealth Management held 9,299 shares of Convergence Long/Short Equity ETF worth $262K as of Q1 2026.
  • Able Wealth Management sold 20 Convergence Long/Short Equity ETF shares in Q1 2026, an estimated $562.
  • Convergence Long/Short Equity ETF made up 0.07% of Able Wealth Management's portfolio in Q1 2026, its #102 holding.
  • Able Wealth Management first reported a position in Convergence Long/Short Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • 74 funds tracked by Wall St. Rank held Convergence Long/Short Equity ETF as of Q1 2026.

Based on Able Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.