Great Valley Advisor Group’s Convergence Long/Short Equity ETF CLSE Stock Holding History

Great Valley Advisor 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	$225K	Buy	+6,591	New	+$213K	﹤0.01%	948

Other funds holding CLSE

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

Great Valley Advisor Group's CLSE Position: Q2 2026 in Review

Great Valley Advisor Group opened a new position in Convergence Long/Short Equity ETF (CLSE) in Q2 2026: 6,591 shares worth $225K. The stake represents ﹤0.01% of the portfolio and ranks #948 among its holdings.

116 funds tracked by Wall St. Rank hold CLSE as of Q2 2026.

Great Valley Advisor Group held 6,591 shares of Convergence Long/Short Equity ETF worth $225K as of Q2 2026.
Convergence Long/Short Equity ETF was a new Great Valley Advisor Group position in Q2 2026.
Convergence Long/Short Equity ETF made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #948 holding.
116 funds tracked by Wall St. Rank held Convergence Long/Short Equity ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.