Partners Wealth Management
CLSE icon

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

Partners 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
2026
Q3 		$8.65M Buy
254,461
+248,521
+4,184% +$8.41M 0.9% 21
2026
Q2 		$203K Buy
+5,940
New +$192K 0.2% 104

Other funds holding CLSE

Flagship Harbor Advisors
Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
ARQ Wealth Advisors
ARQ Wealth Advisors Scottsdale, Arizona $834M AUM 12.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cottonwood Capital Advisors
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 19.71% 1-Year Est. Return
Tactive Advisors
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Archford Capital Strategies
Archford Capital Strategies Swansea, Illinois $1.01B AUM 23.17% 1-Year Est. Return
Founders Financial Securities
Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Partners Wealth Management's CLSE Position: Q3 2026 in Review

Partners Wealth Management increased its Convergence Long/Short Equity ETF (CLSE) stake by 4,184% in Q3 2026, buying an estimated $8.41M and bringing the position to 254,461 shares worth $8.65M. The position accounts for 0.9% of the portfolio, ranked #21.

Partners Wealth Management first reported a position in CLSE in Q2 2026 and has held it in 2 quarters since. 64 funds tracked by Wall St. Rank hold CLSE as of Q3 2026.

  • Partners Wealth Management held 254,461 shares of Convergence Long/Short Equity ETF worth $8.65M as of Q3 2026.
  • Partners Wealth Management bought 248,521 Convergence Long/Short Equity ETF shares in Q3 2026, an estimated $8.41M.
  • Convergence Long/Short Equity ETF made up 0.9% of Partners Wealth Management's portfolio in Q3 2026, its #21 holding.
  • Partners Wealth Management first reported a position in Convergence Long/Short Equity ETF in Q2 2026 and has held it in 2 quarters since.
  • 64 funds tracked by Wall St. Rank held Convergence Long/Short Equity ETF as of Q3 2026.

Based on Partners Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.