Discipline Wealth Solutions’s Convergence Long/Short Equity ETF CLSE Stock Holding History

Discipline Wealth Solutions’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	$649K	Buy	+19,078	New	+$646K	0.06%	108

Other funds holding CLSE

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Advisory Solutions Group Plymouth, Minnesota $472M AUM

Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

Discipline Wealth Solutions's CLSE Position: Q3 2026 in Review

Discipline Wealth Solutions opened a new position in Convergence Long/Short Equity ETF (CLSE) in Q3 2026: 19,078 shares worth $649K. The stake represents 0.06% of the portfolio and ranks #108 among its holdings.

18 funds tracked by Wall St. Rank hold CLSE as of Q3 2026.

Discipline Wealth Solutions held 19,078 shares of Convergence Long/Short Equity ETF worth $649K as of Q3 2026.
Convergence Long/Short Equity ETF was a new Discipline Wealth Solutions position in Q3 2026.
Convergence Long/Short Equity ETF made up 0.06% of Discipline Wealth Solutions's portfolio in Q3 2026, its #108 holding.
18 funds tracked by Wall St. Rank held Convergence Long/Short Equity ETF as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.