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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
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

FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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

Atria Investments's CLSE Position: Q1 2026 in Review

Atria Investments reduced its Convergence Long/Short Equity ETF (CLSE) stake by 19% in Q1 2026, selling an estimated $132K and leaving 19,999 shares worth $563K. The position accounts for 0.01% of the portfolio, ranked #1387.

Atria Investments first reported a position in CLSE in Q4 2025 and has held it in 2 quarters since. The position peaked at $674K in Q4 2025. 74 funds tracked by Wall St. Rank hold CLSE as of Q1 2026.

  • Atria Investments held 19,999 shares of Convergence Long/Short Equity ETF worth $563K as of Q1 2026.
  • Atria Investments sold 4,680 Convergence Long/Short Equity ETF shares in Q1 2026, an estimated $132K.
  • Convergence Long/Short Equity ETF made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1387 holding.
  • Atria Investments first reported a position in Convergence Long/Short Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • Atria Investments's Convergence Long/Short Equity ETF position peaked at $674K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Convergence Long/Short Equity ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.