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

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

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

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $277k 11k 26.04

More positions owned by Act Wealth Management

Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Rus 1000 Etf (IWB)
Spdr Gold Tr Gold Shs (GLD)
Invesco Exchange Traded Fd T Large Cap Growth (PWB)
Ishares Jp Mrg Em Crp Bd (CEMB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Hdg Msci Eafe (HEFA)
Ishares Tr Core Us Aggbd Et (AGG)
Select Sector Spdr Tr Financial (XLF)
Select Sector Spdr Tr Energy (XLE)
Apple (AAPL)
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)
Tesla Motors (TSLA)
Exxon Mobil Corporation (XOM)

View all positions for Act Wealth Management

Top funds holding Convergence Long/short Equity Etf

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Liberty Square Wealth Partners
Accurate Wealth Management
Creative Planning
Global Retirement Partners
Elyxium Wealth
Mariner Wealth Advisors

View all funds holding Convergence Long/short Equity Etf