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Convergence Long/short Equity Etf shares owned by HPM Partners

Quarter-by-quarter ownership of Convergence Long/short Equity Etf (CLSE) shares owned by HPM Partners from 13F filings

Historical chart of HPM Partners investment in Convergence Long/short Equity Etf

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All positions including Convergence Long/short Equity Etf held by HPM Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Convergence Long/short Equity Etf by HPM Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.9M 57k 34.14

More positions owned by HPM Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Broadcom (AVGO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
Procter & Gamble Company (PG)
Eli Lilly & Co. (LLY)

View all positions for HPM Partners

Top funds holding Convergence Long/short Equity Etf

LPL Financial
Envestnet Asset Management
Rockefeller Capital Management
Flagship Harbor Advisors
Janney Montgomery Scott
Riverwater Partners
Liberty Square Wealth Partners
Park Avenue Securities
Redhawk Wealth Advisors
Tactive Advisors
Cottonwood Capital Advisors
Wealth Enhancement Advisory Services
HighTower Advisors
Royal Bank of Canada
Wealthcare Advisory Partners

View all funds holding Convergence Long/short Equity Etf