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 Q2	$506K	Buy	+14,830	New	+$480K	0.15%	91

Other funds holding CLSE

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Riverwater Partners Milwaukee, Wisconsin $337M AUM 37.65% 1-Year Est. Return

LSWP

Liberty Square Wealth Partners Bethlehem, Pennsylvania $420M AUM 24.56% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

Avaii Wealth Management's CLSE Position: Q2 2026 in Review

Avaii Wealth Management opened a new position in Convergence Long/Short Equity ETF (CLSE) in Q2 2026: 14,830 shares worth $506K. The stake represents 0.15% of the portfolio and ranks #91 among its holdings.

116 funds tracked by Wall St. Rank hold CLSE as of Q2 2026.

Avaii Wealth Management held 14,830 shares of Convergence Long/Short Equity ETF worth $506K as of Q2 2026.
Convergence Long/Short Equity ETF was a new Avaii Wealth Management position in Q2 2026.
Convergence Long/Short Equity ETF made up 0.15% of Avaii Wealth Management's portfolio in Q2 2026, its #91 holding.
116 funds tracked by Wall St. Rank held Convergence Long/Short Equity ETF as of Q2 2026.

Based on Avaii Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.