Patten Group’s Convergence Long/Short Equity ETF CLSE Stock Holding History

Patten Group’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 Q3	$520K	Buy	+15,301	New	+$518K	0.08%	217

Other funds holding CLSE

Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

ARQ Wealth Advisors Scottsdale, Arizona $834M AUM 12.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 19.71% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Archford Capital Strategies Swansea, Illinois $1.01B AUM 23.17% 1-Year Est. Return

Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 1-Year Est. Return

Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return

Patten Group's CLSE Position: Q3 2026 in Review

Patten Group opened a new position in Convergence Long/Short Equity ETF (CLSE) in Q3 2026: 15,301 shares worth $520K. The stake represents 0.08% of the portfolio and ranks #217 among its holdings.

66 funds tracked by Wall St. Rank hold CLSE as of Q3 2026.

Patten Group held 15,301 shares of Convergence Long/Short Equity ETF worth $520K as of Q3 2026.
Convergence Long/Short Equity ETF was a new Patten Group position in Q3 2026.
Convergence Long/Short Equity ETF made up 0.08% of Patten Group's portfolio in Q3 2026, its #217 holding.
66 funds tracked by Wall St. Rank held Convergence Long/Short Equity ETF as of Q3 2026.

Based on Patten Group's 13F filing for Q3 2026, filed 26 Oct 2026.