GRP
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Global Retirement Partners’s Convergence Long/Short Equity ETF CLSE Stock Holding History

Global Retirement Partners’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 		$6.33M Buy
+185,348
New +$6M 0.1% 201
2025
Q4 		$3.33M Buy
121,799
+2,832
+2% +$75.6K 0.06% 300
2025
Q3 		$3.1M Buy
118,967
+3,040
+3% +$74.5K 0.07% 259
2025
Q2 		$2.71M Buy
+115,927
New +$2.58M 0.07% 262

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

Global Retirement Partners's CLSE Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Convergence Long/Short Equity ETF (CLSE) in Q2 2026: 185,348 shares worth $6.33M. The stake represents 0.1% of the portfolio and ranks #201 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in CLSE as recently as Q4 2025.

Global Retirement Partners first reported a position in CLSE in Q2 2025 and has held it in 4 quarters since. 116 funds tracked by Wall St. Rank hold CLSE as of Q2 2026.

  • Global Retirement Partners held 185,348 shares of Convergence Long/Short Equity ETF worth $6.33M as of Q2 2026.
  • Convergence Long/Short Equity ETF was a new Global Retirement Partners position in Q2 2026.
  • Convergence Long/Short Equity ETF made up 0.1% of Global Retirement Partners's portfolio in Q2 2026, its #201 holding.
  • Global Retirement Partners first reported a position in Convergence Long/Short Equity ETF in Q2 2025 and has held it in 4 quarters since.
  • 116 funds tracked by Wall St. Rank held Convergence Long/Short Equity ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.