Cornerstone Planning Group
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Cornerstone Planning Group’s Convergence Long/Short Equity ETF CLSE Stock Holding History

Cornerstone Planning Group’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 		$1.06M Buy
30,803
+759
+3% +$25.7K 0.13% 76
2026
Q2 		$1.03M Buy
30,044
+847
+3% +$27.4K 0.13% 75
2026
Q1 		$933K Buy
+29,197
New +$821K 0.12% 74

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Farther Finance Advisors
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ASG
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FWWM
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Signature Estate & Investment Advisors
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Redhawk Wealth Advisors
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Cornerstone Planning Group's CLSE Position: Q3 2026 in Review

Cornerstone Planning Group increased its Convergence Long/Short Equity ETF (CLSE) stake by 2.5% in Q3 2026, buying an estimated $25.7K and bringing the position to 30,803 shares worth $1.06M. The position accounts for 0.13% of the portfolio, ranked #76.

Cornerstone Planning Group first reported a position in CLSE in Q1 2026 and has held it in 3 quarters since. 29 funds tracked by Wall St. Rank hold CLSE as of Q3 2026.

  • Cornerstone Planning Group held 30,803 shares of Convergence Long/Short Equity ETF worth $1.06M as of Q3 2026.
  • Cornerstone Planning Group bought 759 Convergence Long/Short Equity ETF shares in Q3 2026, an estimated $25.7K.
  • Convergence Long/Short Equity ETF made up 0.13% of Cornerstone Planning Group's portfolio in Q3 2026, its #76 holding.
  • Cornerstone Planning Group first reported a position in Convergence Long/Short Equity ETF in Q1 2026 and has held it in 3 quarters since.
  • 29 funds tracked by Wall St. Rank held Convergence Long/Short Equity ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.