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Fortitude Advisory Group’s Convergence Long/Short Equity ETF CLSE Stock Holding History

Fortitude Advisory 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
Q2 		$232K Buy
+6,806
New +$220K 0.09% 201
2022
Q2 		– Sell
-2,538
Closed -$40K – 408
2022
Q1 		$40K Buy
+2,538
New +$39.7K 0.02% 608

Other funds holding CLSE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
RP
Riverwater Partners Milwaukee, Wisconsin $337M AUM 37.65% 1-Year Est. Return
LSWP
Liberty Square Wealth Partners Bethlehem, Pennsylvania $420M AUM 24.56% 1-Year Est. Return
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

Fortitude Advisory Group's CLSE Position: Q2 2026 in Review

Fortitude Advisory Group opened a new position in Convergence Long/Short Equity ETF (CLSE) in Q2 2026: 6,806 shares worth $232K. The stake represents 0.09% of the portfolio and ranks #201 among its holdings. This is a return to the name: Fortitude Advisory Group previously reported a position in CLSE as recently as Q1 2022.

Fortitude Advisory Group first reported a position in CLSE in Q1 2022 and has held it in 2 quarters since. 116 funds tracked by Wall St. Rank hold CLSE as of Q2 2026.

  • Fortitude Advisory Group held 6,806 shares of Convergence Long/Short Equity ETF worth $232K as of Q2 2026.
  • Convergence Long/Short Equity ETF was a new Fortitude Advisory Group position in Q2 2026.
  • Convergence Long/Short Equity ETF made up 0.09% of Fortitude Advisory Group's portfolio in Q2 2026, its #201 holding.
  • Fortitude Advisory Group first reported a position in Convergence Long/Short Equity ETF in Q1 2022 and has held it in 2 quarters since.
  • 116 funds tracked by Wall St. Rank held Convergence Long/Short Equity ETF as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.