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 Q2	$14.6M	Buy	428,793 +41,662	+11%	+$1.35M	3.49%	9
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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Riverwater Partners Milwaukee, Wisconsin $337M AUM 37.65% 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

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

Liberty Square Wealth Partners's CLSE Position: Q2 2026 in Review

Liberty Square Wealth Partners increased its Convergence Long/Short Equity ETF (CLSE) stake by 11% in Q2 2026, buying an estimated $1.35M and bringing the position to 428,793 shares worth $14.6M. The position accounts for 3.49% of the portfolio, ranked #9.

Liberty Square Wealth Partners first reported a position in CLSE in Q2 2025 and has held it in 5 quarters since. 116 funds tracked by Wall St. Rank hold CLSE as of Q2 2026.

Liberty Square Wealth Partners held 428,793 shares of Convergence Long/Short Equity ETF worth $14.6M as of Q2 2026.
Liberty Square Wealth Partners bought 41,662 Convergence Long/Short Equity ETF shares in Q2 2026, an estimated $1.35M.
Convergence Long/Short Equity ETF made up 3.49% of Liberty Square Wealth Partners's portfolio in Q2 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 5 quarters since.
116 funds tracked by Wall St. Rank held Convergence Long/Short Equity ETF as of Q2 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.