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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
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

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
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
RP
Riverwater Partners Milwaukee, Wisconsin $300M AUM 26.4% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LSWP
Liberty Square Wealth Partners Bethlehem, Pennsylvania $358M AUM 17% 1-Year Est. Return
CCA
Cottonwood Capital Advisors Salt Lake City, Utah $142M AUM 18.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Coastal Bridge Advisors's CLSE Position: Q1 2026 in Review

Coastal Bridge Advisors reduced its Convergence Long/Short Equity ETF (CLSE) stake by 32% in Q1 2026, selling an estimated $96K and leaving 7,211 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #425.

Coastal Bridge Advisors first reported a position in CLSE in Q4 2025 and has held it in 2 quarters since. The position peaked at $290K in Q4 2025. 74 funds tracked by Wall St. Rank hold CLSE as of Q1 2026.

  • Coastal Bridge Advisors held 7,211 shares of Convergence Long/Short Equity ETF worth $203K as of Q1 2026.
  • Coastal Bridge Advisors sold 3,416 Convergence Long/Short Equity ETF shares in Q1 2026, an estimated $96K.
  • Convergence Long/Short Equity ETF made up 0.01% of Coastal Bridge Advisors's portfolio in Q1 2026, its #425 holding.
  • Coastal Bridge Advisors first reported a position in Convergence Long/Short Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • Coastal Bridge Advisors's Convergence Long/Short Equity ETF position peaked at $290K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Convergence Long/Short Equity ETF as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.