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Convergence Long/short Equity Etf shares owned by Accurate Wealth Management

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

Historical chart of Accurate Wealth Management investment in Convergence Long/short Equity Etf

Tip: Access up to 7 years of quarterly data

All positions including Convergence Long/short Equity Etf held by Accurate Wealth Management 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 Accurate Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.1M 160k 25.61
2025-06-30 $4.2M 180k 23.28
2025-03-31 $3.7M 174k 21.21
2024-12-31 $1.7M 74k 22.98
2024-09-30 $366k 16k 22.67