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Liberty Square Wealth Partners’s Convergence Long/Short Equity ETF CLSE Stock Holding History

Liberty Square Wealth Partners’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 		$10.9M Buy
387,131
+72,602
+23% +$2.04M 3.04% 9
2025
Q4 		$8.6M Buy
314,529
+153,513
+95% +$4.1M 2.45% 10
2025
Q3 		$4.19M Buy
161,016
+138,959
+630% +$3.41M 1.29% 15
2025
Q2 		$515K Buy
+22,057
New +$490K 0.18% 75

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Liberty Square Wealth Partners's CLSE Position: Q1 2026 in Review

Liberty Square Wealth Partners increased its Convergence Long/Short Equity ETF (CLSE) stake by 23% in Q1 2026, buying an estimated $2.04M and bringing the position to 387,131 shares worth $10.9M. The position accounts for 3.04% of the portfolio, ranked #9.

Liberty Square Wealth Partners first reported a position in CLSE in Q2 2025 and has held it in 4 quarters since. 74 funds tracked by Wall St. Rank hold CLSE as of Q1 2026.

  • Liberty Square Wealth Partners held 387,131 shares of Convergence Long/Short Equity ETF worth $10.9M as of Q1 2026.
  • Liberty Square Wealth Partners bought 72,602 Convergence Long/Short Equity ETF shares in Q1 2026, an estimated $2.04M.
  • Convergence Long/Short Equity ETF made up 3.04% of Liberty Square Wealth Partners's portfolio in Q1 2026, its #9 holding.
  • Liberty Square Wealth Partners first reported a position in Convergence Long/Short Equity ETF in Q2 2025 and has held it in 4 quarters since.
  • 74 funds tracked by Wall St. Rank held Convergence Long/Short Equity ETF as of Q1 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.