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McAdam LLC’s Convergence Long/Short Equity ETF CLSE Stock Holding History

McAdam LLC’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 		$4.2M Buy
+123,024
New +$3.98M 0.16% 67

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 22.96% 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
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
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

McAdam LLC's CLSE Position: Q2 2026 in Review

McAdam LLC opened a new position in Convergence Long/Short Equity ETF (CLSE) in Q2 2026: 123,024 shares worth $4.2M. The stake represents 0.16% of the portfolio and ranks #67 among its holdings.

116 funds tracked by Wall St. Rank hold CLSE as of Q2 2026.

  • McAdam LLC held 123,024 shares of Convergence Long/Short Equity ETF worth $4.2M as of Q2 2026.
  • Convergence Long/Short Equity ETF was a new McAdam LLC position in Q2 2026.
  • Convergence Long/Short Equity ETF made up 0.16% of McAdam LLC's portfolio in Q2 2026, its #67 holding.
  • 116 funds tracked by Wall St. Rank held Convergence Long/Short Equity ETF as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.