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Regal Investment Advisors’s Convergence Long/Short Equity ETF CLSE Stock Holding History

Regal Investment Advisors’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 		$444K Buy
13,020
+785
+6% +$25.4K 0.02% 489
2026
Q1 		$344K Buy
12,235
+545
+5% +$15.3K 0.02% 505
2025
Q4 		$319K Buy
11,690
+535
+5% +$14.3K 0.02% 497
2025
Q3 		$290K Buy
+11,155
New +$273K 0.02% 468
2025
Q2 		– Sell
-10,110
Closed -$218K – 486
2025
Q1 		$218K Buy
+10,110
New +$230K 0.02% 438

Other funds holding CLSE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Rockefeller Capital Management
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
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
RP
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
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

Regal Investment Advisors's CLSE Position: Q2 2026 in Review

Regal Investment Advisors increased its Convergence Long/Short Equity ETF (CLSE) stake by 6.4% in Q2 2026, buying an estimated $25.4K and bringing the position to 13,020 shares worth $444K. The position accounts for 0.02% of the portfolio, ranked #489.

Regal Investment Advisors first reported a position in CLSE in Q1 2025 and has held it in 5 quarters since. 116 funds tracked by Wall St. Rank hold CLSE as of Q2 2026.

  • Regal Investment Advisors held 13,020 shares of Convergence Long/Short Equity ETF worth $444K as of Q2 2026.
  • Regal Investment Advisors bought 785 Convergence Long/Short Equity ETF shares in Q2 2026, an estimated $25.4K.
  • Convergence Long/Short Equity ETF made up 0.02% of Regal Investment Advisors's portfolio in Q2 2026, its #489 holding.
  • Regal Investment Advisors first reported a position in Convergence Long/Short Equity ETF in Q1 2025 and has held it in 5 quarters since.
  • 116 funds tracked by Wall St. Rank held Convergence Long/Short Equity ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.