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

Avaii 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 		$637K Buy
18,607
+3,777
+25% +$128K 0.18% 78
2026
Q2 		$506K Buy
+14,830
New +$480K 0.15% 91

Other funds holding CLSE

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Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
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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
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Advisory Solutions Group Plymouth, Minnesota $472M AUM
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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
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Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
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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

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

Avaii Wealth Management increased its Convergence Long/Short Equity ETF (CLSE) stake by 25% in Q3 2026, buying an estimated $128K and bringing the position to 18,607 shares worth $637K. The position accounts for 0.18% of the portfolio, ranked #78.

Avaii Wealth Management first reported a position in CLSE in Q2 2026 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold CLSE as of Q3 2026.

  • Avaii Wealth Management held 18,607 shares of Convergence Long/Short Equity ETF worth $637K as of Q3 2026.
  • Avaii Wealth Management bought 3,777 Convergence Long/Short Equity ETF shares in Q3 2026, an estimated $128K.
  • Convergence Long/Short Equity ETF made up 0.18% of Avaii Wealth Management's portfolio in Q3 2026, its #78 holding.
  • Avaii Wealth Management first reported a position in Convergence Long/Short Equity ETF in Q2 2026 and has held it in 2 quarters since.
  • 18 funds tracked by Wall St. Rank held Convergence Long/Short Equity ETF as of Q3 2026.

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