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Signature Estate & Investment Advisors’s Convergence Long/Short Equity ETF CLSE Stock Holding History

Signature Estate & 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 		$850K Buy
24,904
+4,503
+22% +$146K 0.02% 311
2026
Q1 		$574K Buy
20,401
+11,400
+127% +$320K 0.01% 390
2025
Q4 		$246K Buy
+9,001
New +$240K 0.01% 545

Other funds holding CLSE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
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
CCA
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

Signature Estate & Investment Advisors's CLSE Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its Convergence Long/Short Equity ETF (CLSE) stake by 22% in Q2 2026, buying an estimated $146K and bringing the position to 24,904 shares worth $850K. The position accounts for 0.02% of the portfolio, ranked #311.

Signature Estate & Investment Advisors first reported a position in CLSE in Q4 2025 and has held it in 3 quarters since. 59 funds tracked by Wall St. Rank hold CLSE as of Q2 2026.

  • Signature Estate & Investment Advisors held 24,904 shares of Convergence Long/Short Equity ETF worth $850K as of Q2 2026.
  • Signature Estate & Investment Advisors bought 4,503 Convergence Long/Short Equity ETF shares in Q2 2026, an estimated $146K.
  • Convergence Long/Short Equity ETF made up 0.02% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #311 holding.
  • Signature Estate & Investment Advisors first reported a position in Convergence Long/Short Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 59 funds tracked by Wall St. Rank held Convergence Long/Short Equity ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.