Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Convergence Long/Short Equity ETF CLSE Stock Holding History

Carson Wealth (CWM LLC)’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
2025
Q2 		– Sell
-1,000
Closed -$22K – 5136
2025
Q1 		$22K Hold
1,000
– – ﹤0.01% 3596
2024
Q4 		$23K Hold
1,000
– – ﹤0.01% 3337
2024
Q3 		$22K Buy
+1,000
New +$21.4K ﹤0.01% 3290

Other funds holding CLSE

FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RP
Riverwater Partners Milwaukee, Wisconsin $300M AUM 26.4% 1-Year Est. Return
CCA
Cottonwood Capital Advisors Salt Lake City, Utah $142M AUM 18.94% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CLSE Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of Convergence Long/Short Equity ETF (CLSE) in Q2 2025, closing a stake of 1,000 shares — an estimated $22K sold.

Carson Wealth (CWM LLC) first reported a position in CLSE in Q3 2024 and held it in 3 quarters. The position peaked at $23K in Q4 2024. 42 funds tracked by Wall St. Rank hold CLSE as of Q2 2025.

  • Carson Wealth (CWM LLC) reported no remaining Convergence Long/Short Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,000 Convergence Long/Short Equity ETF shares in Q2 2025, an estimated $22K.
  • Carson Wealth (CWM LLC) first reported a position in Convergence Long/Short Equity ETF in Q3 2024 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s Convergence Long/Short Equity ETF position peaked at $23K in Q4 2024.
  • 42 funds tracked by Wall St. Rank held Convergence Long/Short Equity ETF as of Q2 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.