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

Insight 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
2023 Q2	–	Sell	-16,403	Closed	-$249K	–	291
2023 Q1	$249K	Sell	16,403 -2,467	-13%	-$36.3K	0.06%	255
2022 Q4	$276K	Buy	+18,870	New	+$280K	0.1%	257

Other funds holding CLSE

Riverwater Partners Milwaukee, Wisconsin $300M AUM 26.4% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FCAG

First Capital Advisors Group Little Silver, New Jersey $192M AUM 17.47% 1-Year Est. Return

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

Insight Advisors's CLSE Position: Q2 2023 in Review

Insight Advisors sold out of Convergence Long/Short Equity ETF (CLSE) in Q2 2023, closing a stake of 16,403 shares — an estimated $249K sold.

Insight Advisors first reported a position in CLSE in Q4 2022 and held it in 2 quarters. The position peaked at $276K in Q4 2022. 7 funds tracked by Wall St. Rank hold CLSE as of Q2 2023.

Insight Advisors reported no remaining Convergence Long/Short Equity ETF position as of Q2 2023 after selling out during the quarter.
Insight Advisors sold 16,403 Convergence Long/Short Equity ETF shares in Q2 2023, an estimated $249K.
Insight Advisors first reported a position in Convergence Long/Short Equity ETF in Q4 2022 and held it in 2 quarters.
Insight Advisors's Convergence Long/Short Equity ETF position peaked at $276K in Q4 2022.
7 funds tracked by Wall St. Rank held Convergence Long/Short Equity ETF as of Q2 2023.

Based on Insight Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.