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Steward Partners Investment Advisory’s Convergence Long/Short Equity ETF CLSE Stock Holding History

Steward Partners Investment Advisory’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 		$231K Buy
8,202
+7,252
+763% +$204K ﹤0.01% 1941
2025
Q4 		$26K Buy
+950
New +$25.4K ﹤0.01% 3027

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 $56.4B AUM 24.96% 1-Year Est. Return
RP
Riverwater Partners Milwaukee, Wisconsin $300M AUM 26.4% 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 $103B AUM 28.65% 1-Year Est. Return

Steward Partners Investment Advisory's CLSE Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Convergence Long/Short Equity ETF (CLSE) stake by 763% in Q1 2026, buying an estimated $204K and bringing the position to 8,202 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #1941.

Steward Partners Investment Advisory first reported a position in CLSE in Q4 2025 and has held it in 2 quarters since. 74 funds tracked by Wall St. Rank hold CLSE as of Q1 2026.

  • Steward Partners Investment Advisory held 8,202 shares of Convergence Long/Short Equity ETF worth $231K as of Q1 2026.
  • Steward Partners Investment Advisory bought 7,252 Convergence Long/Short Equity ETF shares in Q1 2026, an estimated $204K.
  • Convergence Long/Short Equity ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1941 holding.
  • Steward Partners Investment Advisory first reported a position in Convergence Long/Short Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 74 funds tracked by Wall St. Rank held Convergence Long/Short Equity ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.