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Institute for Wealth Management’s Convergence Long/Short Equity ETF CLSE Stock Holding History

Institute for Wealth Management’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 		$6.11K Buy
+179
New +$5.79K ﹤0.01% 1423

Other funds holding CLSE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
CCA
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Institute for Wealth Management's CLSE Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Convergence Long/Short Equity ETF (CLSE) in Q2 2026: 179 shares worth $6.11K. The stake represents ﹤0.01% of the portfolio and ranks #1423 among its holdings.

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

  • Institute for Wealth Management held 179 shares of Convergence Long/Short Equity ETF worth $6.11K as of Q2 2026.
  • Convergence Long/Short Equity ETF was a new Institute for Wealth Management position in Q2 2026.
  • Convergence Long/Short Equity ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1423 holding.
  • 78 funds tracked by Wall St. Rank held Convergence Long/Short Equity ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.