HighTower Advisors
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HighTower Advisors’s Convergence Long/Short Equity ETF CLSE Stock Holding History

HighTower Advisors’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 		$8.75M Buy
311,090
+289,511
+1,342% +$8.14M 0.01% 944
2025
Q4 		$590K Buy
+21,579
New +$576K ﹤0.01% 2493

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HighTower Advisors's CLSE Position: Q1 2026 in Review

HighTower Advisors increased its Convergence Long/Short Equity ETF (CLSE) stake by 1,342% in Q1 2026, buying an estimated $8.14M and bringing the position to 311,090 shares worth $8.75M. The position accounts for 0.01% of the portfolio, ranked #944.

HighTower Advisors first reported a position in CLSE in Q4 2025 and has held it in 2 quarters since. 74 funds tracked by Wall St. Rank hold CLSE as of Q1 2026.

  • HighTower Advisors held 311,090 shares of Convergence Long/Short Equity ETF worth $8.75M as of Q1 2026.
  • HighTower Advisors bought 289,511 Convergence Long/Short Equity ETF shares in Q1 2026, an estimated $8.14M.
  • Convergence Long/Short Equity ETF made up 0.01% of HighTower Advisors's portfolio in Q1 2026, its #944 holding.
  • HighTower Advisors first reported a position in Convergence Long/Short Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 74 funds tracked by Wall St. Rank held Convergence Long/Short Equity ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.