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

Insight Wealth Strategies’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
Q3 		– Sell
-22,726
Closed -$532K – 174
2025
Q2 		$532K Sell
22,726
-4,161
-15% -$92.5K 0.07% 118
2025
Q1 		$581K Hold
26,887
– – 0.08% 118
2024
Q4 		$616K Buy
+26,887
New +$623K 0.08% 114

Other funds holding CLSE

FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 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 $142M AUM 18.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LSWP
Liberty Square Wealth Partners Bethlehem, Pennsylvania $358M AUM 17% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Insight Wealth Strategies's CLSE Position: Q3 2025 in Review

Insight Wealth Strategies sold out of Convergence Long/Short Equity ETF (CLSE) in Q3 2025, closing a stake of 22,726 shares — an estimated $532K sold.

Insight Wealth Strategies first reported a position in CLSE in Q4 2024 and held it in 3 quarters. The position peaked at $616K in Q4 2024. 52 funds tracked by Wall St. Rank hold CLSE as of Q3 2025.

  • Insight Wealth Strategies reported no remaining Convergence Long/Short Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Insight Wealth Strategies sold 22,726 Convergence Long/Short Equity ETF shares in Q3 2025, an estimated $532K.
  • Insight Wealth Strategies first reported a position in Convergence Long/Short Equity ETF in Q4 2024 and held it in 3 quarters.
  • Insight Wealth Strategies's Convergence Long/Short Equity ETF position peaked at $616K in Q4 2024.
  • 52 funds tracked by Wall St. Rank held Convergence Long/Short Equity ETF as of Q3 2025.

Based on Insight Wealth Strategies's 13F filing for Q3 2025, filed 6 Oct 2025.