Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Convergence Long/Short Equity ETF CLSE Stock Holding History

Cambridge Investment Research Advisors’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 		$486K Buy
14,231
+5,455
+62% +$177K ﹤0.01% 2982
2026
Q1 		$247K Buy
+8,776
New +$247K ﹤0.01% 3464

Other funds holding CLSE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Rockefeller Capital Management
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
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
RP
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
Park Avenue Securities
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Cambridge Investment Research Advisors's CLSE Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Convergence Long/Short Equity ETF (CLSE) stake by 62% in Q2 2026, buying an estimated $177K and bringing the position to 14,231 shares worth $486K. The position accounts for ﹤0.01% of the portfolio, ranked #2982.

Cambridge Investment Research Advisors first reported a position in CLSE in Q1 2026 and has held it in 2 quarters since. 116 funds tracked by Wall St. Rank hold CLSE as of Q2 2026.

  • Cambridge Investment Research Advisors held 14,231 shares of Convergence Long/Short Equity ETF worth $486K as of Q2 2026.
  • Cambridge Investment Research Advisors bought 5,455 Convergence Long/Short Equity ETF shares in Q2 2026, an estimated $177K.
  • Convergence Long/Short Equity ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2982 holding.
  • Cambridge Investment Research Advisors first reported a position in Convergence Long/Short Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 116 funds tracked by Wall St. Rank held Convergence Long/Short Equity ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.