Farther Finance Advisors’s Convergence Long/Short Equity ETF CLSE Stock Holding History

Farther Finance 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 Q3	$2M	Buy	58,918 +58,631	+20,429%	+$1.98M	0.01%	768
2026 Q2	$9.8K	Buy	+287	New	+$9.29K	﹤0.01%	4433
2023 Q2	–	Sell	-2,951	Closed	-$44.7K	–	2507
2023 Q1	$44.7K	Buy	+2,951	New	+$43.4K	0.01%	631

Other funds holding CLSE

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

FFAS

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

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

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

SEIA

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

RWA

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

AWM

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

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Farther Finance Advisors's CLSE Position: Q3 2026 in Review

Farther Finance Advisors increased its Convergence Long/Short Equity ETF (CLSE) stake by 20,429% in Q3 2026, buying an estimated $1.98M and bringing the position to 58,918 shares worth $2M. The position accounts for 0.01% of the portfolio, ranked #768.

Farther Finance Advisors first reported a position in CLSE in Q1 2023 and has held it in 3 quarters since. 18 funds tracked by Wall St. Rank hold CLSE as of Q3 2026.

Farther Finance Advisors held 58,918 shares of Convergence Long/Short Equity ETF worth $2M as of Q3 2026.
Farther Finance Advisors bought 58,631 Convergence Long/Short Equity ETF shares in Q3 2026, an estimated $1.98M.
Convergence Long/Short Equity ETF made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #768 holding.
Farther Finance Advisors first reported a position in Convergence Long/Short Equity ETF in Q1 2023 and has held it in 3 quarters since.
18 funds tracked by Wall St. Rank held Convergence Long/Short Equity ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.