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Advisory Solutions Group’s Convergence Long/Short Equity ETF CLSE Stock Holding History

Advisory Solutions Group’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 		$1.87M Buy
+55,084
New +$1.86M 0.4% 71

Other funds holding CLSE

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
FFAS
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Advisory Solutions Group's CLSE Position: Q3 2026 in Review

Advisory Solutions Group opened a new position in Convergence Long/Short Equity ETF (CLSE) in Q3 2026: 55,084 shares worth $1.87M. The stake represents 0.4% of the portfolio and ranks #71 among its holdings.

18 funds tracked by Wall St. Rank hold CLSE as of Q3 2026.

  • Advisory Solutions Group held 55,084 shares of Convergence Long/Short Equity ETF worth $1.87M as of Q3 2026.
  • Convergence Long/Short Equity ETF was a new Advisory Solutions Group position in Q3 2026.
  • Convergence Long/Short Equity ETF made up 0.4% of Advisory Solutions Group's portfolio in Q3 2026, its #71 holding.
  • 18 funds tracked by Wall St. Rank held Convergence Long/Short Equity ETF as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.