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Convergence Long/short Equity Etf shares owned by Creative Planning

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

Historical chart of Creative Planning investment in Convergence Long/short Equity Etf

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All positions including Convergence Long/short Equity Etf held by Creative Planning 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 Creative Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.8M 135k 20.44
2023-12-31 $4.6M 268k 17.05

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr National Mun Etf (MUB)

View all positions for Creative Planning

Top funds holding Convergence Long/short Equity Etf

Riverwater Partners
Flagship Harbor Advisors
Cottonwood Capital Advisors
Creative Planning
LPL Financial
Mariner Wealth Advisors
Belpointe Asset Management
Sigma Planning
Good Life Advisors
UBS Group
Hanson McClain Advisors
Parallel Advisors
Venturi Wealth Management

View all funds holding Convergence Long/short Equity Etf