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Ausdal Financial Partners’s Convergence Long/Short Equity ETF CLSE Stock Holding History

Ausdal Financial Partners’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 		$1.1M Buy
39,135
+28,145
+256% +$791K 0.05% 359
2025
Q4 		$300K Buy
10,990
+815
+8% +$21.8K 0.01% 724
2025
Q3 		$265K Buy
+10,175
New +$249K 0.01% 780

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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

Ausdal Financial Partners's CLSE Position: Q1 2026 in Review

Ausdal Financial Partners increased its Convergence Long/Short Equity ETF (CLSE) stake by 256% in Q1 2026, buying an estimated $791K and bringing the position to 39,135 shares worth $1.1M. The position accounts for 0.05% of the portfolio, ranked #359.

Ausdal Financial Partners 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.

  • Ausdal Financial Partners held 39,135 shares of Convergence Long/Short Equity ETF worth $1.1M as of Q1 2026.
  • Ausdal Financial Partners bought 28,145 Convergence Long/Short Equity ETF shares in Q1 2026, an estimated $791K.
  • Convergence Long/Short Equity ETF made up 0.05% of Ausdal Financial Partners's portfolio in Q1 2026, its #359 holding.
  • Ausdal Financial Partners 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 Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.