NWM
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Nova Wealth Management’s Convergence Long/Short Equity ETF CLSE Stock Holding History

Nova Wealth Management’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
2025
Q3 		– Sell
-553
Closed -$12.9K – 620
2025
Q2 		$12.9K Buy
+553
New +$12.3K 0.01% 341

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RP
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CCA
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Wealth Enhancement Advisory Services
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TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LSWP
Liberty Square Wealth Partners Bethlehem, Pennsylvania $358M AUM 17% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Nova Wealth Management's CLSE Position: Q3 2025 in Review

Nova Wealth Management sold out of Convergence Long/Short Equity ETF (CLSE) in Q3 2025, closing a stake of 553 shares — an estimated $12.9K sold.

Nova Wealth Management first reported a position in CLSE in Q2 2025 and held it in 1 quarter. The position peaked at $12.9K in Q2 2025. 52 funds tracked by Wall St. Rank hold CLSE as of Q3 2025.

  • Nova Wealth Management reported no remaining Convergence Long/Short Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Nova Wealth Management sold 553 Convergence Long/Short Equity ETF shares in Q3 2025, an estimated $12.9K.
  • Nova Wealth Management first reported a position in Convergence Long/Short Equity ETF in Q2 2025 and held it in 1 quarter.
  • Nova Wealth Management's Convergence Long/Short Equity ETF position peaked at $12.9K in Q2 2025.
  • 52 funds tracked by Wall St. Rank held Convergence Long/Short Equity ETF as of Q3 2025.

Based on Nova Wealth Management's 13F filing for Q3 2025, filed 7 Oct 2025.