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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
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

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
GPW
Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

Farther Finance Advisors's CLSE Position: Q2 2026 in Review

Farther Finance Advisors opened a new position in Convergence Long/Short Equity ETF (CLSE) in Q2 2026: 287 shares worth $9.8K. The stake represents ﹤0.01% of the portfolio and ranks #4433 among its holdings. This is a return to the name: Farther Finance Advisors previously reported a position in CLSE as recently as Q1 2023.

Farther Finance Advisors first reported a position in CLSE in Q1 2023 and has held it in 2 quarters since. The position peaked at $44.7K in Q1 2023. 22 funds tracked by Wall St. Rank hold CLSE as of Q2 2026.

  • Farther Finance Advisors held 287 shares of Convergence Long/Short Equity ETF worth $9.8K as of Q2 2026.
  • Convergence Long/Short Equity ETF was a new Farther Finance Advisors position in Q2 2026.
  • Convergence Long/Short Equity ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4433 holding.
  • Farther Finance Advisors first reported a position in Convergence Long/Short Equity ETF in Q1 2023 and has held it in 2 quarters since.
  • Farther Finance Advisors's Convergence Long/Short Equity ETF position peaked at $44.7K in Q1 2023.
  • 22 funds tracked by Wall St. Rank held Convergence Long/Short Equity ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.