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SageView Advisory Group’s Convergence Long/Short Equity ETF CLSE Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-500
Closed -$13.7K – 944
2025
Q4 		$13.7K Buy
+500
New +$13.4K ﹤0.01% 1599

Other funds holding CLSE

FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
RP
Riverwater Partners Milwaukee, Wisconsin $337M AUM 37.65% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LSWP
Liberty Square Wealth Partners Bethlehem, Pennsylvania $420M AUM 24.56% 1-Year Est. Return
CCA
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

SageView Advisory Group's CLSE Position: Q1 2026 in Review

SageView Advisory Group sold out of Convergence Long/Short Equity ETF (CLSE) in Q1 2026, closing a stake of 500 shares — an estimated $13.7K sold.

SageView Advisory Group first reported a position in CLSE in Q4 2025 and held it in 1 quarter. The position peaked at $13.7K in Q4 2025. 74 funds tracked by Wall St. Rank hold CLSE as of Q1 2026.

  • SageView Advisory Group reported no remaining Convergence Long/Short Equity ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 500 Convergence Long/Short Equity ETF shares in Q1 2026, an estimated $13.7K.
  • SageView Advisory Group first reported a position in Convergence Long/Short Equity ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Convergence Long/Short Equity ETF position peaked at $13.7K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Convergence Long/Short Equity ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.