Act Wealth Management
CLSE icon

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

Act 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 		$700K Buy
20,584
+3,433
+20% +$116K 0.21% 30
2026
Q2 		$585K Buy
17,151
+2,288
+15% +$74.1K 0.17% 34
2026
Q1 		$418K Buy
14,863
+478
+3% +$13.4K 0.14% 36
2025
Q4 		$393K Buy
14,385
+3,752
+35% +$100K 0.13% 38
2025
Q3 		$277K Buy
+10,633
New +$261K 0.1% 42

Other funds holding CLSE

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cottonwood Capital Advisors
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 19.71% 1-Year Est. Return
Tactive Advisors
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Archford Capital Strategies
Archford Capital Strategies Swansea, Illinois $1.01B AUM 23.17% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return
Accurate Wealth Management
Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return
FIG Financial Advisory Services
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Act Wealth Management's CLSE Position: Q3 2026 in Review

Act Wealth Management increased its Convergence Long/Short Equity ETF (CLSE) stake by 20% in Q3 2026, buying an estimated $116K and bringing the position to 20,584 shares worth $700K. The position accounts for 0.21% of the portfolio, ranked #30.

Act Wealth Management first reported a position in CLSE in Q3 2025 and has held it in 5 quarters since. 42 funds tracked by Wall St. Rank hold CLSE as of Q3 2026.

  • Act Wealth Management held 20,584 shares of Convergence Long/Short Equity ETF worth $700K as of Q3 2026.
  • Act Wealth Management bought 3,433 Convergence Long/Short Equity ETF shares in Q3 2026, an estimated $116K.
  • Convergence Long/Short Equity ETF made up 0.21% of Act Wealth Management's portfolio in Q3 2026, its #30 holding.
  • Act Wealth Management first reported a position in Convergence Long/Short Equity ETF in Q3 2025 and has held it in 5 quarters since.
  • 42 funds tracked by Wall St. Rank held Convergence Long/Short Equity ETF as of Q3 2026.

Based on Act Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.