LSIA
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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
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

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
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
RP
Riverwater Partners Milwaukee, Wisconsin $300M AUM 26.4% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LSWP
Liberty Square Wealth Partners Bethlehem, Pennsylvania $358M AUM 17% 1-Year Est. Return
CCA
Cottonwood Capital Advisors Salt Lake City, Utah $142M AUM 18.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LaSalle St. Investment Advisors's CLSE Position: Q1 2026 in Review

LaSalle St. Investment Advisors increased its Convergence Long/Short Equity ETF (CLSE) stake by 7.5% in Q1 2026, buying an estimated $38.3K and bringing the position to 19,620 shares worth $552K. The position accounts for 0.08% of the portfolio, ranked #184.

LaSalle St. Investment Advisors first reported a position in CLSE in Q1 2025 and has held it in 5 quarters since. The position peaked at $594K in Q3 2025. 74 funds tracked by Wall St. Rank hold CLSE as of Q1 2026.

  • LaSalle St. Investment Advisors held 19,620 shares of Convergence Long/Short Equity ETF worth $552K as of Q1 2026.
  • LaSalle St. Investment Advisors bought 1,361 Convergence Long/Short Equity ETF shares in Q1 2026, an estimated $38.3K.
  • Convergence Long/Short Equity ETF made up 0.08% of LaSalle St. Investment Advisors's portfolio in Q1 2026, its #184 holding.
  • LaSalle St. Investment Advisors first reported a position in Convergence Long/Short Equity ETF in Q1 2025 and has held it in 5 quarters since.
  • LaSalle St. Investment Advisors's Convergence Long/Short Equity ETF position peaked at $594K in Q3 2025.
  • 74 funds tracked by Wall St. Rank held Convergence Long/Short Equity ETF as of Q1 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.