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Arax Advisory Partners’s Convergence Long/Short Equity ETF CLSE Stock Holding History

Arax Advisory Partners’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
Q1 		$3.38K Sell
120
-468
-80% -$13.2K ﹤0.01% 2952
2025
Q4 		$16.1K Hold
588
– – ﹤0.01% 2234
2025
Q3 		$15.3K Buy
+588
New +$14.4K ﹤0.01% 2400

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Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
RP
Riverwater Partners Milwaukee, Wisconsin $300M AUM 26.4% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LSWP
Liberty Square Wealth Partners Bethlehem, Pennsylvania $358M AUM 17% 1-Year Est. Return
CCA
Cottonwood Capital Advisors Salt Lake City, Utah $142M AUM 18.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Arax Advisory Partners's CLSE Position: Q1 2026 in Review

Arax Advisory Partners reduced its Convergence Long/Short Equity ETF (CLSE) stake by 80% in Q1 2026, selling an estimated $13.2K and leaving 120 shares worth $3.38K. The position accounts for ﹤0.01% of the portfolio, ranked #2952.

Arax Advisory Partners first reported a position in CLSE in Q3 2025 and has held it in 3 quarters since. The position peaked at $16.1K in Q4 2025. 74 funds tracked by Wall St. Rank hold CLSE as of Q1 2026.

  • Arax Advisory Partners held 120 shares of Convergence Long/Short Equity ETF worth $3.38K as of Q1 2026.
  • Arax Advisory Partners sold 468 Convergence Long/Short Equity ETF shares in Q1 2026, an estimated $13.2K.
  • Convergence Long/Short Equity ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #2952 holding.
  • Arax Advisory Partners first reported a position in Convergence Long/Short Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • Arax Advisory Partners's Convergence Long/Short Equity ETF position peaked at $16.1K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Convergence Long/Short Equity ETF as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.