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Convergence Long/short Equity Etf shares owned by Patten

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

Historical chart of Patten investment in Convergence Long/short Equity Etf

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All positions including Convergence Long/short Equity Etf held by Patten 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 Patten

Quarter filed Position value Share count Share price at filing
2026-09-30 $520k 15k 34.01

More positions owned by Patten

NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Coca-Cola Company (KO)
Visa Com Cl A (V)
Spdr Series Trust St Str Blo 1 Etf (BIL)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Raytheon Technologies Corp (RTX)

View all positions for Patten

Top funds holding Convergence Long/short Equity Etf

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

View all funds holding Convergence Long/short Equity Etf