MML Investors Services
CLSE icon

MML Investors Services’s Convergence Long/Short Equity ETF CLSE Stock Holding History

MML Investors Services’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 		– Sell
-18,176
Closed -$497K – 3030
2025
Q4 		$497K Buy
18,176
+10,078
+124% +$269K ﹤0.01% 2267
2025
Q3 		$211K Buy
+8,098
New +$199K ﹤0.01% 2736

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

MML Investors Services's CLSE Position: Q1 2026 in Review

MML Investors Services sold out of Convergence Long/Short Equity ETF (CLSE) in Q1 2026, closing a stake of 18,176 shares — an estimated $497K sold.

MML Investors Services first reported a position in CLSE in Q3 2025 and held it in 2 quarters. The position peaked at $497K in Q4 2025. 74 funds tracked by Wall St. Rank hold CLSE as of Q1 2026.

  • MML Investors Services reported no remaining Convergence Long/Short Equity ETF position as of Q1 2026 after selling out during the quarter.
  • MML Investors Services sold 18,176 Convergence Long/Short Equity ETF shares in Q1 2026, an estimated $497K.
  • MML Investors Services first reported a position in Convergence Long/Short Equity ETF in Q3 2025 and held it in 2 quarters.
  • MML Investors Services's Convergence Long/Short Equity ETF position peaked at $497K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Convergence Long/Short Equity ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.