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Advisors Preferred’s Convergence Long/Short Equity ETF CLSE Stock Holding History

Advisors Preferred’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 		$44.5K Buy
1,581
+1,374
+664% +$38.6K 0.01% 198
2025
Q4 		$5.71K Sell
207
-1,281
-86% -$34.2K ﹤0.01% 222
2025
Q3 		$38.9K Buy
+1,488
New +$36.5K 0.01% 223

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

Advisors Preferred's CLSE Position: Q1 2026 in Review

Advisors Preferred increased its Convergence Long/Short Equity ETF (CLSE) stake by 664% in Q1 2026, buying an estimated $38.6K and bringing the position to 1,581 shares worth $44.5K. The position accounts for 0.01% of the portfolio, ranked #198.

Advisors Preferred 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.

  • Advisors Preferred held 1,581 shares of Convergence Long/Short Equity ETF worth $44.5K as of Q1 2026.
  • Advisors Preferred bought 1,374 Convergence Long/Short Equity ETF shares in Q1 2026, an estimated $38.6K.
  • Convergence Long/Short Equity ETF made up 0.01% of Advisors Preferred's portfolio in Q1 2026, its #198 holding.
  • Advisors Preferred 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 Advisors Preferred's 13F filing for Q1 2026, filed 5 May 2026.