MBL Wealth’s Convergence Long/Short Equity ETF CLSE Stock Holding History

MBL Wealth’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 Q3	$1.96M	Buy	+57,665	New	+$1.95M	0.12%	102

Other funds holding CLSE

Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 19.71% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Archford Capital Strategies Swansea, Illinois $1.01B AUM 23.17% 1-Year Est. Return

Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 1-Year Est. Return

Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

MBL Wealth's CLSE Position: Q3 2026 in Review

MBL Wealth opened a new position in Convergence Long/Short Equity ETF (CLSE) in Q3 2026: 57,665 shares worth $1.96M. The stake represents 0.12% of the portfolio and ranks #102 among its holdings.

62 funds tracked by Wall St. Rank hold CLSE as of Q3 2026.

MBL Wealth held 57,665 shares of Convergence Long/Short Equity ETF worth $1.96M as of Q3 2026.
Convergence Long/Short Equity ETF was a new MBL Wealth position in Q3 2026.
Convergence Long/Short Equity ETF made up 0.12% of MBL Wealth's portfolio in Q3 2026, its #102 holding.
62 funds tracked by Wall St. Rank held Convergence Long/Short Equity ETF as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.