Atria Investments
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Atria Investments’s Convergence Long/Short Equity ETF CLSE Stock Holding History

Atria Investments’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 		$1.15M Buy
33,795
+13,796
+69% +$447K 0.01% 1034
2026
Q1 		$563K Sell
19,999
-4,680
-19% -$132K 0.01% 1387
2025
Q4 		$674K Buy
+24,679
New +$659K 0.01% 1279

Other funds holding CLSE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
RP
Riverwater Partners Milwaukee, Wisconsin $337M AUM 37.65% 1-Year Est. Return
LSWP
Liberty Square Wealth Partners Bethlehem, Pennsylvania $420M AUM 24.56% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Atria Investments's CLSE Position: Q2 2026 in Review

Atria Investments increased its Convergence Long/Short Equity ETF (CLSE) stake by 69% in Q2 2026, buying an estimated $447K and bringing the position to 33,795 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #1034.

Atria Investments first reported a position in CLSE in Q4 2025 and has held it in 3 quarters since. 116 funds tracked by Wall St. Rank hold CLSE as of Q2 2026.

  • Atria Investments held 33,795 shares of Convergence Long/Short Equity ETF worth $1.15M as of Q2 2026.
  • Atria Investments bought 13,796 Convergence Long/Short Equity ETF shares in Q2 2026, an estimated $447K.
  • Convergence Long/Short Equity ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1034 holding.
  • Atria Investments first reported a position in Convergence Long/Short Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 116 funds tracked by Wall St. Rank held Convergence Long/Short Equity ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.