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 Q2	$244K	Buy	+7,144	New	+$231K	0.16%	89

Other funds holding CLSE

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $1.02B AUM 35.15% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

PlanVest Financial's CLSE Position: Q2 2026 in Review

PlanVest Financial opened a new position in Convergence Long/Short Equity ETF (CLSE) in Q2 2026: 7,144 shares worth $244K. The stake represents 0.16% of the portfolio and ranks #89 among its holdings.

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

PlanVest Financial held 7,144 shares of Convergence Long/Short Equity ETF worth $244K as of Q2 2026.
Convergence Long/Short Equity ETF was a new PlanVest Financial position in Q2 2026.
Convergence Long/Short Equity ETF made up 0.16% of PlanVest Financial's portfolio in Q2 2026, its #89 holding.
113 funds tracked by Wall St. Rank held Convergence Long/Short Equity ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.