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 Q2	$341K	Buy	+9,988	New	+$323K	0.01%	1176

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

Independent Financial Group's CLSE Position: Q2 2026 in Review

Independent Financial Group opened a new position in Convergence Long/Short Equity ETF (CLSE) in Q2 2026: 9,988 shares worth $341K. The stake represents 0.01% of the portfolio and ranks #1176 among its holdings.

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

Independent Financial Group held 9,988 shares of Convergence Long/Short Equity ETF worth $341K as of Q2 2026.
Convergence Long/Short Equity ETF was a new Independent Financial Group position in Q2 2026.
Convergence Long/Short Equity ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1176 holding.
116 funds tracked by Wall St. Rank held Convergence Long/Short Equity ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.