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XY Planning Network’s Convergence Long/Short Equity ETF CLSE Stock Holding History

XY Planning Network’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 		$513K Buy
15,075
+220
+1% +$7.44K 0.06% 232
2026
Q2 		$507K Buy
+14,855
New +$481K 0.06% 209

Other funds holding CLSE

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
FFAS
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

XY Planning Network's CLSE Position: Q3 2026 in Review

XY Planning Network increased its Convergence Long/Short Equity ETF (CLSE) stake by 1.5% in Q3 2026, buying an estimated $7.44K and bringing the position to 15,075 shares worth $513K. The position accounts for 0.06% of the portfolio, ranked #232.

XY Planning Network first reported a position in CLSE in Q2 2026 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold CLSE as of Q3 2026.

  • XY Planning Network held 15,075 shares of Convergence Long/Short Equity ETF worth $513K as of Q3 2026.
  • XY Planning Network bought 220 Convergence Long/Short Equity ETF shares in Q3 2026, an estimated $7.44K.
  • Convergence Long/Short Equity ETF made up 0.06% of XY Planning Network's portfolio in Q3 2026, its #232 holding.
  • XY Planning Network first reported a position in Convergence Long/Short Equity ETF in Q2 2026 and has held it in 2 quarters since.
  • 18 funds tracked by Wall St. Rank held Convergence Long/Short Equity ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.