Independent Financial Group
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Independent Financial Group’s Convergence Long/Short Equity ETF CLSE Stock Holding History

Independent Financial 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
Q3 		$339K Sell
9,959
-29
-0.3% -$981 0.01% 1187
2026
Q2 		$341K Buy
+9,988
New +$323K 0.01% 1176

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Independent Financial Group's CLSE Position: Q3 2026 in Review

Independent Financial Group reduced its Convergence Long/Short Equity ETF (CLSE) stake by 0.29% in Q3 2026, selling an estimated $981 and leaving 9,959 shares worth $339K. The position accounts for 0.01% of the portfolio, ranked #1187.

Independent Financial Group first reported a position in CLSE in Q2 2026 and has held it in 2 quarters since. The position peaked at $341K in Q2 2026. 18 funds tracked by Wall St. Rank hold CLSE as of Q3 2026.

  • Independent Financial Group held 9,959 shares of Convergence Long/Short Equity ETF worth $339K as of Q3 2026.
  • Independent Financial Group sold 29 Convergence Long/Short Equity ETF shares in Q3 2026, an estimated $981.
  • Convergence Long/Short Equity ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #1187 holding.
  • Independent Financial Group first reported a position in Convergence Long/Short Equity ETF in Q2 2026 and has held it in 2 quarters since.
  • Independent Financial Group's Convergence Long/Short Equity ETF position peaked at $341K in Q2 2026.
  • 18 funds tracked by Wall St. Rank held Convergence Long/Short Equity ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.