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Jeff Yass’s Convergence Long/Short Equity ETF CLSE Stock Holding History

Jeff Yass’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 		– Sell
-12,297
Closed -$346K – 13501
2026
Q1 		$346K Buy
+12,297
New +$346K ﹤0.01% 10561
2025
Q2 		– Sell
-12,204
Closed -$264K – 12759
2025
Q1 		$264K Sell
12,204
-15,641
-56% -$356K ﹤0.01% 10351
2024
Q4 		$638K Buy
27,845
+18,308
+192% +$424K ﹤0.01% 8076
2024
Q3 		$212K Sell
9,537
-5,749
-38% -$123K ﹤0.01% 10350
2024
Q2 		$328K Buy
+15,286
New +$318K ﹤0.01% 9245

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
Rockefeller Capital Management
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
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
RP
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
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

Jeff Yass's CLSE Position: Q2 2026 in Review

Jeff Yass sold out of Convergence Long/Short Equity ETF (CLSE) in Q2 2026, closing a stake of 12,297 shares — an estimated $346K sold.

Jeff Yass first reported a position in CLSE in Q2 2024 and held it in 5 quarters. The position peaked at $638K in Q4 2024. 116 funds tracked by Wall St. Rank hold CLSE as of Q2 2026.

  • Jeff Yass reported no remaining Convergence Long/Short Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Jeff Yass sold 12,297 Convergence Long/Short Equity ETF shares in Q2 2026, an estimated $346K.
  • Jeff Yass first reported a position in Convergence Long/Short Equity ETF in Q2 2024 and held it in 5 quarters.
  • Jeff Yass's Convergence Long/Short Equity ETF position peaked at $638K in Q4 2024.
  • 116 funds tracked by Wall St. Rank held Convergence Long/Short Equity ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.