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Not Investment Advice

CLSE

Convergence Long/Short Equity ETF
1W: -0.7% 1M: +7.0% 3M: +15.1% YTD: +18.4% 1Y: +45.4% 3Y: +124.0%
$32.68
-0.07 (-0.21%)
Pre-Market: $36.49 (+3.81, +11.67%)
Weekly Expected Move ±2.1%
$32 $32 $33 $34 $34
ETF CBOE · AUM $378.1M
Key Statistics
AUM$378M
Holdings350
Top 10 Wt28.1%
Volume220,214
Avg Volume163,811
Beta0.70
Portfolio Fundamentals
P/E36.9
P/B13.2
Div Yield0.96%
ROE39.7%
% Profitable85%
Inception2022-02-22
Sector Allocation
Other 40.4%
Technology 31.6%
Healthcare 6.4%
Consumer Cyclical 6.1%
Communication Services 6.0%
Energy 2.7%
+6 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 Cash & Other 40.34% $226.3M 226,270,551
2 NVIDIA Corp NVDA 5.11% $28.6M 127,096
3 Broadcom Inc AVGO 2.91% $16.3M 38,365
4 Micron Technology Inc MU 2.88% $16.1M 22,284
5 Lam Research Corp LRCX 2.86% $16.1M 56,386
6 Amazon.com Inc AMZN 2.65% $14.9M 56,257
7 Alphabet Inc GOOG 2.65% $14.8M 37,719
8 Alphabet Inc GOOGL 2.64% $14.8M 37,353
9 Advanced Micro Devices Inc AMD 2.52% $14.1M 33,354
10 Meta Platforms Inc META 2.11% $11.8M 19,221

Recent Holding Changes

Date Holding Change Details
2026-05-18 PTCT Changed 36648 → 37914
2026-05-18 C Changed 26564 → 27476
2026-05-18 INCY Changed 41134 → 42518
2026-05-18 EXC Changed 30456 → 31486
2026-05-18 CSTM Changed 76251 → 78869

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms