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Coastal Bridge Advisors’s Convergence Long/Short Equity ETF CLSE Stock Holding History

Coastal Bridge 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 		$497K Buy
14,551
+7,340
+102% +$238K 0.03% 320
2026
Q1 		$203K Sell
7,211
-3,416
-32% -$96K 0.01% 425
2025
Q4 		$290K Buy
+10,627
New +$284K 0.02% 371

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
PAS
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

Coastal Bridge Advisors's CLSE Position: Q2 2026 in Review

Coastal Bridge Advisors increased its Convergence Long/Short Equity ETF (CLSE) stake by 102% in Q2 2026, buying an estimated $238K and bringing the position to 14,551 shares worth $497K. The position accounts for 0.03% of the portfolio, ranked #320.

Coastal Bridge Advisors first reported a position in CLSE in Q4 2025 and has held it in 3 quarters since. 116 funds tracked by Wall St. Rank hold CLSE as of Q2 2026.

  • Coastal Bridge Advisors held 14,551 shares of Convergence Long/Short Equity ETF worth $497K as of Q2 2026.
  • Coastal Bridge Advisors bought 7,340 Convergence Long/Short Equity ETF shares in Q2 2026, an estimated $238K.
  • Convergence Long/Short Equity ETF made up 0.03% of Coastal Bridge Advisors's portfolio in Q2 2026, its #320 holding.
  • Coastal Bridge Advisors first reported a position in Convergence Long/Short Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 116 funds tracked by Wall St. Rank held Convergence Long/Short Equity ETF as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.