LSIA
CLSE icon

LaSalle St. Investment Advisors’s Convergence Long/Short Equity ETF CLSE Stock Holding History

LaSalle St. Investment 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
2026
Q2 		$720K Buy
21,105
+1,485
+8% +$48.1K 0.09% 175
2026
Q1 		$552K Buy
19,620
+1,361
+7% +$38.3K 0.08% 184
2025
Q4 		$499K Sell
18,259
-4,589
-20% -$123K 0.08% 187
2025
Q3 		$594K Buy
22,848
+3,525
+18% +$86.4K 0.11% 149
2025
Q2 		$451K Buy
19,323
+9,366
+94% +$208K 0.12% 162
2025
Q1 		$215K Buy
+9,957
New +$226K 0.05% 288

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 22.9% 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
Park Avenue Securities
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

LaSalle St. Investment Advisors's CLSE Position: Q2 2026 in Review

LaSalle St. Investment Advisors increased its Convergence Long/Short Equity ETF (CLSE) stake by 7.6% in Q2 2026, buying an estimated $48.1K and bringing the position to 21,105 shares worth $720K. The position accounts for 0.09% of the portfolio, ranked #175.

LaSalle St. Investment Advisors first reported a position in CLSE in Q1 2025 and has held it in 6 quarters since. 116 funds tracked by Wall St. Rank hold CLSE as of Q2 2026.

  • LaSalle St. Investment Advisors held 21,105 shares of Convergence Long/Short Equity ETF worth $720K as of Q2 2026.
  • LaSalle St. Investment Advisors bought 1,485 Convergence Long/Short Equity ETF shares in Q2 2026, an estimated $48.1K.
  • Convergence Long/Short Equity ETF made up 0.09% of LaSalle St. Investment Advisors's portfolio in Q2 2026, its #175 holding.
  • LaSalle St. Investment Advisors first reported a position in Convergence Long/Short Equity ETF in Q1 2025 and has held it in 6 quarters since.
  • 116 funds tracked by Wall St. Rank held Convergence Long/Short Equity ETF as of Q2 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.