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 Q3	$15.7M	Buy	457,042 +119,395	+35%	+$4.04M	0.02%	563
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return

Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

ARQ Wealth Advisors Scottsdale, Arizona $834M AUM 12.05% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.38B AUM 30.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Riverwater Partners Milwaukee, Wisconsin $360M AUM 25.48% 1-Year Est. Return

Liberty Square Wealth Partners Bethlehem, Pennsylvania $431M AUM 17.64% 1-Year Est. Return

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 19.71% 1-Year Est. Return

Wealth Enhancement Advisory Services's CLSE Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Convergence Long/Short Equity ETF (CLSE) stake by 35% in Q3 2026, buying an estimated $4.04M and bringing the position to 457,042 shares worth $15.7M. The position accounts for 0.02% of the portfolio, ranked #563.

Wealth Enhancement Advisory Services first reported a position in CLSE in Q2 2025 and has held it in 6 quarters since. 136 funds tracked by Wall St. Rank hold CLSE as of Q3 2026.

Wealth Enhancement Advisory Services held 457,042 shares of Convergence Long/Short Equity ETF worth $15.7M as of Q3 2026.
Wealth Enhancement Advisory Services bought 119,395 Convergence Long/Short Equity ETF shares in Q3 2026, an estimated $4.04M.
Convergence Long/Short Equity ETF made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #563 holding.
Wealth Enhancement Advisory Services first reported a position in Convergence Long/Short Equity ETF in Q2 2025 and has held it in 6 quarters since.
136 funds tracked by Wall St. Rank held Convergence Long/Short Equity ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.