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

Castleview 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
Q3 		$1.24M Buy
36,332
+2,487
+7% +$84.2K 0.54% 40
2026
Q2 		$1.16M Buy
+33,845
New +$1.1M 0.51% 43

Other funds holding CLSE

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
Archford Capital Strategies
Archford Capital Strategies Swansea, Illinois $1.01B AUM 23.17% 1-Year Est. Return
Accurate Wealth Management
Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return
FFAS
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
FWWM
Fiscal Wisdom Wealth Management Canton, Connecticut $84.1M AUM 38.01% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Cornerstone Planning Group
Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return

Castleview Partners's CLSE Position: Q3 2026 in Review

Castleview Partners increased its Convergence Long/Short Equity ETF (CLSE) stake by 7.3% in Q3 2026, buying an estimated $84.2K and bringing the position to 36,332 shares worth $1.24M. The position accounts for 0.54% of the portfolio, ranked #40.

Castleview Partners first reported a position in CLSE in Q2 2026 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold CLSE as of Q3 2026.

  • Castleview Partners held 36,332 shares of Convergence Long/Short Equity ETF worth $1.24M as of Q3 2026.
  • Castleview Partners bought 2,487 Convergence Long/Short Equity ETF shares in Q3 2026, an estimated $84.2K.
  • Convergence Long/Short Equity ETF made up 0.54% of Castleview Partners's portfolio in Q3 2026, its #40 holding.
  • Castleview Partners first reported a position in Convergence Long/Short Equity ETF in Q2 2026 and has held it in 2 quarters since.
  • 31 funds tracked by Wall St. Rank held Convergence Long/Short Equity ETF as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.