PlanVest Financial
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PlanVest Financial’s Convergence Long/Short Equity ETF CLSE Stock Holding History

PlanVest Financial’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 		$1.7M Buy
50,083
+42,939
+601% +$1.45M 1.09% 24
2026
Q2 		$244K Buy
+7,144
New +$231K 0.16% 89

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Park Avenue Securities
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ARQ Wealth Advisors
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Kovack Advisors
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Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Riverwater Partners
Riverwater Partners Milwaukee, Wisconsin $360M AUM 25.48% 1-Year Est. Return
Liberty Square Wealth Partners
Liberty Square Wealth Partners Bethlehem, Pennsylvania $431M AUM 17.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
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PlanVest Financial's CLSE Position: Q3 2026 in Review

PlanVest Financial increased its Convergence Long/Short Equity ETF (CLSE) stake by 601% in Q3 2026, buying an estimated $1.45M and bringing the position to 50,083 shares worth $1.7M. The position accounts for 1.09% of the portfolio, ranked #24.

PlanVest Financial first reported a position in CLSE in Q2 2026 and has held it in 2 quarters since. 136 funds tracked by Wall St. Rank hold CLSE as of Q3 2026.

  • PlanVest Financial held 50,083 shares of Convergence Long/Short Equity ETF worth $1.7M as of Q3 2026.
  • PlanVest Financial bought 42,939 Convergence Long/Short Equity ETF shares in Q3 2026, an estimated $1.45M.
  • Convergence Long/Short Equity ETF made up 1.09% of PlanVest Financial's portfolio in Q3 2026, its #24 holding.
  • PlanVest Financial first reported a position in Convergence Long/Short Equity ETF in Q2 2026 and has held it in 2 quarters since.
  • 136 funds tracked by Wall St. Rank held Convergence Long/Short Equity ETF as of Q3 2026.

Based on PlanVest Financial's 13F filing for Q3 2026, filed 9 Nov 2026.