Cannon Wealth Management Services »

Convergence Long/short Equity Etf shares owned by Cannon Wealth Management Services

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

Historical chart of Cannon Wealth Management Services 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 Cannon Wealth Management Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Convergence Long/short Equity Etf by Cannon Wealth Management Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $906k 33k 27.33
2025-09-30 $521k 20k 26.04

More positions owned by Cannon Wealth Management Services

Spdr Series Trust State Street Spd (SPYM)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Spdr Series Trust State Street Spd (SPYV)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Spdr Series Trust State Street Spd (SPTS)
Putnam Etf Trust Focused Lar Cap (PVAL)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Series Trust State Street Spd (SPSB)
Fidelity Covington Trust Enhanced Large (FELG)
Spdr Series Trust State Street Spd (SPYG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Wellington Us Quality (VFQY)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)

View all positions for Cannon Wealth Management Services

Top funds holding Convergence Long/short Equity Etf

Flagship Harbor Advisors
LPL Financial
Riverwater Partners
Janney Montgomery Scott
Cottonwood Capital Advisors
Wealth Enhancement Advisory Services
Envestnet Asset Management
Sowell Financial Services
Tactive Advisors
Rockefeller Capital Management
Liberty Square Wealth Partners
Accurate Wealth Management
Creative Planning
Global Retirement Partners
Park Avenue Securities

View all funds holding Convergence Long/short Equity Etf