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Tyler-Stone Wealth Management’s Convergence Long/Short Equity ETF CLSE Stock Holding History

Tyler-Stone Wealth Management’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
Q2 		$304K Hold
13,024
– – 0.05% 267
2025
Q1 		$281K Hold
13,024
– – 0.05% 270
2024
Q4 		$298K Hold
13,024
– – 0.05% 250
2024
Q3 		$290K Buy
+13,024
New +$278K 0.05% 250

Other funds holding CLSE

FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RP
Riverwater Partners Milwaukee, Wisconsin $300M AUM 26.4% 1-Year Est. Return
CCA
Cottonwood Capital Advisors Salt Lake City, Utah $142M AUM 18.94% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Tyler-Stone Wealth Management's CLSE Position: Q2 2025 in Review

Tyler-Stone Wealth Management held its Convergence Long/Short Equity ETF (CLSE) position steady in Q2 2025 at 13,024 shares worth $304K. The position accounts for 0.05% of the portfolio, ranked #267.

Tyler-Stone Wealth Management first reported a position in CLSE in Q3 2024 and has held it in 4 quarters since. 42 funds tracked by Wall St. Rank hold CLSE as of Q2 2025.

  • Tyler-Stone Wealth Management held 13,024 shares of Convergence Long/Short Equity ETF worth $304K as of Q2 2025.
  • Tyler-Stone Wealth Management left its Convergence Long/Short Equity ETF share count unchanged in Q2 2025.
  • Convergence Long/Short Equity ETF made up 0.05% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #267 holding.
  • Tyler-Stone Wealth Management first reported a position in Convergence Long/Short Equity ETF in Q3 2024 and has held it in 4 quarters since.
  • 42 funds tracked by Wall St. Rank held Convergence Long/Short Equity ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.