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Retireful LLC’s Convergence Long/Short Equity ETF CLSE Stock Holding History

Retireful LLC’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
2025
Q1 		– Sell
-33,787
Closed -$774K – 110
2024
Q4 		$774K Buy
+33,787
New +$783K 0.44% 75

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RP
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CCA
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GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Retireful LLC's CLSE Position: Q1 2025 in Review

Retireful LLC sold out of Convergence Long/Short Equity ETF (CLSE) in Q1 2025, closing a stake of 33,787 shares — an estimated $774K sold.

Retireful LLC first reported a position in CLSE in Q4 2024 and held it in 1 quarter. The position peaked at $774K in Q4 2024. 43 funds tracked by Wall St. Rank hold CLSE as of Q1 2025.

  • Retireful LLC reported no remaining Convergence Long/Short Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Retireful LLC sold 33,787 Convergence Long/Short Equity ETF shares in Q1 2025, an estimated $774K.
  • Retireful LLC first reported a position in Convergence Long/Short Equity ETF in Q4 2024 and held it in 1 quarter.
  • Retireful LLC's Convergence Long/Short Equity ETF position peaked at $774K in Q4 2024.
  • 43 funds tracked by Wall St. Rank held Convergence Long/Short Equity ETF as of Q1 2025.

Based on Retireful LLC's 13F filing for Q1 2025, filed 10 Apr 2025.