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

Atria Wealth Solutions’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
2025
Q2 		– Sell
-18,658
Closed -$403K – 1528
2025
Q1 		$403K Buy
18,658
+5,970
+47% +$136K ﹤0.01% 1307
2024
Q4 		$291K Buy
+12,688
New +$294K ﹤0.01% 1569

Other funds holding CLSE

FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RP
Riverwater Partners Milwaukee, Wisconsin $337M AUM 37.65% 1-Year Est. Return
CCA
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Atria Wealth Solutions's CLSE Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Convergence Long/Short Equity ETF (CLSE) in Q2 2025, closing a stake of 18,658 shares — an estimated $403K sold.

Atria Wealth Solutions first reported a position in CLSE in Q4 2024 and held it in 2 quarters. The position peaked at $403K in Q1 2025. 42 funds tracked by Wall St. Rank hold CLSE as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Convergence Long/Short Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 18,658 Convergence Long/Short Equity ETF shares in Q2 2025, an estimated $403K.
  • Atria Wealth Solutions first reported a position in Convergence Long/Short Equity ETF in Q4 2024 and held it in 2 quarters.
  • Atria Wealth Solutions's Convergence Long/Short Equity ETF position peaked at $403K in Q1 2025.
  • 42 funds tracked by Wall St. Rank held Convergence Long/Short Equity ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.