PWM
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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
Q2 		$203K Buy
+5,940
New +$192K 0.2% 104

Other funds holding CLSE

FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 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
CCA
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Partners Wealth Management's CLSE Position: Q2 2026 in Review

Partners Wealth Management opened a new position in Convergence Long/Short Equity ETF (CLSE) in Q2 2026: 5,940 shares worth $203K. The stake represents 0.2% of the portfolio and ranks #104 among its holdings.

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

  • Partners Wealth Management held 5,940 shares of Convergence Long/Short Equity ETF worth $203K as of Q2 2026.
  • Convergence Long/Short Equity ETF was a new Partners Wealth Management position in Q2 2026.
  • Convergence Long/Short Equity ETF made up 0.2% of Partners Wealth Management's portfolio in Q2 2026, its #104 holding.
  • 32 funds tracked by Wall St. Rank held Convergence Long/Short Equity ETF as of Q2 2026.

Based on Partners Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.