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 Q2	$1.46M	Buy	+42,898	New	+$1.39M	﹤0.01%	1766
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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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 $987M AUM 25.25% 1-Year Est. Return

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

MML Investors Services's CLSE Position: Q2 2026 in Review

MML Investors Services opened a new position in Convergence Long/Short Equity ETF (CLSE) in Q2 2026: 42,898 shares worth $1.46M. The stake represents ﹤0.01% of the portfolio and ranks #1766 among its holdings. This is a return to the name: MML Investors Services previously reported a position in CLSE as recently as Q4 2025.

MML Investors Services first reported a position in CLSE in Q3 2025 and has held it in 3 quarters since. 116 funds tracked by Wall St. Rank hold CLSE as of Q2 2026.

MML Investors Services held 42,898 shares of Convergence Long/Short Equity ETF worth $1.46M as of Q2 2026.
Convergence Long/Short Equity ETF was a new MML Investors Services position in Q2 2026.
Convergence Long/Short Equity ETF made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #1766 holding.
MML Investors Services first reported a position in Convergence Long/Short Equity ETF in Q3 2025 and has held it in 3 quarters since.
116 funds tracked by Wall St. Rank held Convergence Long/Short Equity ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.