Steward Partners Investment Advisory
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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
Q2 		$775K Buy
22,700
+14,498
+177% +$469K ﹤0.01% 1447
2026
Q1 		$231K Buy
8,202
+7,252
+763% +$204K ﹤0.01% 1941
2025
Q4 		$26K Buy
+950
New +$25.4K ﹤0.01% 3027

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FHA
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Janney Montgomery Scott
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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
Park Avenue Securities
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Steward Partners Investment Advisory's CLSE Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Convergence Long/Short Equity ETF (CLSE) stake by 177% in Q2 2026, buying an estimated $469K and bringing the position to 22,700 shares worth $775K. The position accounts for ﹤0.01% of the portfolio, ranked #1447.

Steward Partners Investment Advisory first reported a position in CLSE in Q4 2025 and has held it in 3 quarters since. 116 funds tracked by Wall St. Rank hold CLSE as of Q2 2026.

  • Steward Partners Investment Advisory held 22,700 shares of Convergence Long/Short Equity ETF worth $775K as of Q2 2026.
  • Steward Partners Investment Advisory bought 14,498 Convergence Long/Short Equity ETF shares in Q2 2026, an estimated $469K.
  • Convergence Long/Short Equity ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1447 holding.
  • Steward Partners Investment Advisory first reported a position in Convergence Long/Short Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 116 funds tracked by Wall St. Rank held Convergence Long/Short Equity ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.