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 Q2	$507K	Buy	+14,855	New	+$481K	0.06%	209

Other funds holding CLSE

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

XY Planning Network's CLSE Position: Q2 2026 in Review

XY Planning Network opened a new position in Convergence Long/Short Equity ETF (CLSE) in Q2 2026: 14,855 shares worth $507K. The stake represents 0.06% of the portfolio and ranks #209 among its holdings.

35 funds tracked by Wall St. Rank hold CLSE as of Q2 2026.

XY Planning Network held 14,855 shares of Convergence Long/Short Equity ETF worth $507K as of Q2 2026.
Convergence Long/Short Equity ETF was a new XY Planning Network position in Q2 2026.
Convergence Long/Short Equity ETF made up 0.06% of XY Planning Network's portfolio in Q2 2026, its #209 holding.
35 funds tracked by Wall St. Rank held Convergence Long/Short Equity ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.