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Equitable Holdings’s Convergence Long/Short Equity ETF CLSE Stock Holding History

Equitable Holdings’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 		$1.54M Buy
56,279
+24,709
+78% +$694K 0.01% 832
2025
Q4 		$863K Buy
31,570
+21,304
+208% +$569K 0.01% 911
2025
Q3 		$267K Buy
+10,266
New +$252K ﹤0.01% 1318
2025
Q1 		– Sell
-28,586
Closed -$655K – 1347
2024
Q4 		$655K Buy
28,586
+13,032
+84% +$302K 0.01% 799
2024
Q3 		$346K Buy
15,554
+1,347
+9% +$28.8K ﹤0.01% 987
2024
Q2 		$305K Buy
+14,207
New +$296K ﹤0.01% 984

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

Equitable Holdings's CLSE Position: Q1 2026 in Review

Equitable Holdings increased its Convergence Long/Short Equity ETF (CLSE) stake by 78% in Q1 2026, buying an estimated $694K and bringing the position to 56,279 shares worth $1.54M. The position accounts for 0.01% of the portfolio, ranked #832.

Equitable Holdings first reported a position in CLSE in Q2 2024 and has held it in 6 quarters since. 74 funds tracked by Wall St. Rank hold CLSE as of Q1 2026.

  • Equitable Holdings held 56,279 shares of Convergence Long/Short Equity ETF worth $1.54M as of Q1 2026.
  • Equitable Holdings bought 24,709 Convergence Long/Short Equity ETF shares in Q1 2026, an estimated $694K.
  • Convergence Long/Short Equity ETF made up 0.01% of Equitable Holdings's portfolio in Q1 2026, its #832 holding.
  • Equitable Holdings first reported a position in Convergence Long/Short Equity ETF in Q2 2024 and has held it in 6 quarters since.
  • 74 funds tracked by Wall St. Rank held Convergence Long/Short Equity ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.