Wealth Enhancement Advisory Services
CLSE icon

Wealth Enhancement Advisory Services’s Convergence Long/Short Equity ETF CLSE Stock Holding History

Wealth Enhancement Advisory Services’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 		$11.5M Sell
337,647
-45,866
-12% -$1.48M 0.02% 615
2026
Q1 		$11M Buy
383,513
+91,191
+31% +$2.56M 0.02% 557
2025
Q4 		$8.12M Buy
292,322
+57,173
+24% +$1.53M 0.01% 785
2025
Q3 		$6.05M Buy
235,149
+41,866
+22% +$1.03M 0.01% 858
2025
Q2 		$4.56M Buy
+193,283
New +$4.3M 0.01% 939

Other funds holding CLSE

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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
GPW
Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
WCP
Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Wealth Enhancement Advisory Services's CLSE Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Convergence Long/Short Equity ETF (CLSE) stake by 12% in Q2 2026, selling an estimated $1.48M and leaving 337,647 shares worth $11.5M. The position accounts for 0.02% of the portfolio, ranked #615.

Wealth Enhancement Advisory Services first reported a position in CLSE in Q2 2025 and has held it in 5 quarters since. 17 funds tracked by Wall St. Rank hold CLSE as of Q2 2026.

  • Wealth Enhancement Advisory Services held 337,647 shares of Convergence Long/Short Equity ETF worth $11.5M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 45,866 Convergence Long/Short Equity ETF shares in Q2 2026, an estimated $1.48M.
  • Convergence Long/Short Equity ETF made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #615 holding.
  • Wealth Enhancement Advisory Services first reported a position in Convergence Long/Short Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • 17 funds tracked by Wall St. Rank held Convergence Long/Short Equity ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.