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Good Life Advisors’s Convergence Long/Short Equity ETF CLSE Stock Holding History

Good Life 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
2025
Q2 		$5.14M Buy
219,735
+20,887
+11% +$464K 0.32% 66
2025
Q1 		$4.3M Buy
198,848
+39,057
+24% +$888K 0.3% 74
2024
Q4 		$3.66M Buy
159,791
+27,844
+21% +$645K 0.27% 80
2024
Q3 		$2.94M Buy
131,947
+16,916
+15% +$362K 0.18% 111
2024
Q2 		$2.47M Buy
115,031
+97,114
+542% +$2.02M 0.2% 97
2024
Q1 		$366K Buy
+17,917
New +$338K 0.03% 306

Other funds holding CLSE

FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RP
Riverwater Partners Milwaukee, Wisconsin $300M AUM 26.4% 1-Year Est. Return
CCA
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Good Life Advisors's CLSE Position: Q2 2025 in Review

Good Life Advisors increased its Convergence Long/Short Equity ETF (CLSE) stake by 11% in Q2 2025, buying an estimated $464K and bringing the position to 219,735 shares worth $5.14M. The position accounts for 0.32% of the portfolio, ranked #66.

Good Life Advisors first reported a position in CLSE in Q1 2024 and has held it in 6 quarters since. 42 funds tracked by Wall St. Rank hold CLSE as of Q2 2025.

  • Good Life Advisors held 219,735 shares of Convergence Long/Short Equity ETF worth $5.14M as of Q2 2025.
  • Good Life Advisors bought 20,887 Convergence Long/Short Equity ETF shares in Q2 2025, an estimated $464K.
  • Convergence Long/Short Equity ETF made up 0.32% of Good Life Advisors's portfolio in Q2 2025, its #66 holding.
  • Good Life Advisors first reported a position in Convergence Long/Short Equity ETF in Q1 2024 and has held it in 6 quarters since.
  • 42 funds tracked by Wall St. Rank held Convergence Long/Short Equity ETF as of Q2 2025.

Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.