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 Q2	$1.16M	Buy	+33,845	New	+$1.1M	0.51%	43

Other funds holding CLSE

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

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return

Fiscal Wisdom Wealth Management Canton, Connecticut $118M AUM 72.21% 1-Year Est. Return

Castleview Partners's CLSE Position: Q2 2026 in Review

Castleview Partners opened a new position in Convergence Long/Short Equity ETF (CLSE) in Q2 2026: 33,845 shares worth $1.16M. The stake represents 0.51% of the portfolio and ranks #43 among its holdings.

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

Castleview Partners held 33,845 shares of Convergence Long/Short Equity ETF worth $1.16M as of Q2 2026.
Convergence Long/Short Equity ETF was a new Castleview Partners position in Q2 2026.
Convergence Long/Short Equity ETF made up 0.51% of Castleview Partners's portfolio in Q2 2026, its #43 holding.
25 funds tracked by Wall St. Rank held Convergence Long/Short Equity ETF as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.