Who owns CONVERGENCE LONG/SHORT EQUITY ETF?
- Ticker: CLSE
- CUSIP Number: 89834g760
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Analyze quarterly positions in Convergence Long/short Equity Etf with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Convergence Long/short Equity Etf stock
Who bought or sold CONVERGENCE LONG/SHORT EQUITY ETF this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Mainstay Capital Management | 2.5M | $58M | 21% | Dec 2024 |
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| LPL Financial | 720k | $17M | 63% | Dec 2024 |
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| Riverwater Partners | 570k | $13M | -13% | Sep 2024 |
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| Flagship Harbor Advisors | 533k | $12M | 4% | Dec 2024 |
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| Cottonwood Capital Advisors | 330k | $7.6M | 3% | Dec 2024 |
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| Janney Montgomery Scott | 199k | $4.5M | 100% | Dec 2024 |
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| Good Life Advisors | 160k | $3.7M | 21% | Dec 2024 |
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| Creative Planning | 146k | $3.3M | 1% | Dec 2024 |
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| Mariner Wealth Advisors | 98k | $2.3M | -1% | Dec 2024 |
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| Integrated Wealth Concepts | 85k | $1.9M | 100% | Dec 2024 |
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| Per Stirling Capital Management | 80k | $1.8M | 90% | Dec 2024 |
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| Sigma Planning | 78k | $1.8M | -14% | Dec 2024 |
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| Accurate Wealth Management | 74k | $1.7M | 358% | Dec 2024 |
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| Belpointe Asset Management | 56k | $1.2M | 0% | Dec 2024 |
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| Archford Capital Strategies | 47k | $1.1M | 6% | Dec 2024 |
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| Stephens | 36k | $834k | 100% | Dec 2024 |
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| SeaCrest Wealth Management | 36k | $816k | 95% | Dec 2024 |
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| Retireful | 34k | $774k | 100% | Dec 2024 |
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| UBS Group | 33k | $748k | 0% | Dec 2024 |
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| GG Group Ventures | 30k | $693k | 32% | Dec 2024 |
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| Equitable Holdings | 29k | $655k | 84% | Dec 2024 |
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| Susquehanna International | 28k | $638k | 192% | Dec 2024 |
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| Insight Wealth Strategies | 27k | $616k | 100% | Dec 2024 |
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| Lodestar Private Asset Management | 23k | $533k | 83% | Dec 2024 |
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| Brookstone Capital Management | 23k | $530k | -24% | Dec 2024 |
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| Heck Capital Advisors | 20k | $458k | 100% | Dec 2024 |
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| Envestnet Asset Management | 16k | $358k | 100% | Dec 2024 |
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| Foundations Investment Advisors | 15k | $337k | 21% | Dec 2024 |
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| Sanctuary Advisors | 14k | $319k | 30% | Dec 2024 |
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| Tyler-Stone Wealth Management | 13k | $290k | 100% | Sep 2024 |
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| Atria Wealth Solutions | 13k | $291k | 100% | Dec 2024 |
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| Harbour Investments | 9.3k | $212k | 100% | Dec 2024 |
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| Park Avenue Securities | 9.1k | $209k | 100% | Dec 2024 |
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| Sloy Dahl & Holst | 9.0k | $206k | 100% | Dec 2024 |
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| Hanson McClain Advisors | 6.5k | $155k | 0% | Dec 2024 |
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| CWM | 1.0k | $23k | 0% | Dec 2024 |
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| Principal Securities | 999.00 | $23k | 100% | Dec 2024 |
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| Private Trust Co Na | 622.00 | $14k | 0% | Dec 2024 |
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| Royal Bank of Canada | 332.00 | $8.0k | 100% | Dec 2024 |
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| Parallel Advisors | 208.00 | $4.8k | 0% | Dec 2024 |
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| Venturi Wealth Management | 200.00 | $4.6k | 0% | Dec 2024 |
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Who sold out of Convergence Long/short Equity Etf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Cary Street Partner Investment Advisory | Sep 2024 | 27k | $609k |
| Sowell Financial Services | Sep 2024 | 21k | $457k |
| Goldman Sachs Group | Sep 2024 | 9.1k | $203k |