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Convergence Long/short Equity Etf shares owned by Castleview Partners

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

Historical chart of Castleview Partners 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 Castleview Partners 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 Castleview Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.2M 34k 34.14

More positions owned by Castleview Partners

Valued Advisers Tr Regan Fltg Rate (MBSF)
Advisor Managed Portfolios Rega Fix Mbs Etf (MBSX)
Tesla Motors (TSLA)
Apple (AAPL)
Nomura Etf Tr Tax Free Usa Srt (STAX)
Home Depot (HD)
ConocoPhillips (COP)
Managed Portfolio Ser Leuthold Select (LST)
Bristol Myers Squibb (BMY)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Kkr & Co (KKR)
Amgen (AMGN)
Advisors Inner Circle Fd Ii Pmv Adaptive Rsk (ARP)
UnitedHealth (UNH)
Proshares Tr Pshs Ultra Qqq (QLD)

View all positions for Castleview Partners

Top funds holding Convergence Long/short Equity Etf

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Tactive Advisors
Cottonwood Capital Advisors
Wealth Enhancement Advisory Services
HighTower Advisors
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Wealthcare Advisory Partners

View all funds holding Convergence Long/short Equity Etf