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Convergence Long/short Equity Etf shares owned by Cornerstone Planning Group

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

Historical chart of Cornerstone Planning Group 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 Cornerstone Planning Group 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 Cornerstone Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $933k 29k 31.96

More positions owned by Cornerstone Planning Group

Invesco Nasdaq 100 Etf Exchange Traded Fund (QQQM)
Fidelity Enhanced International Etf Exchange Traded Fund (FENI)
Schwab Fundamental U.s. Large Company Etf Exchange Traded Fund (FNDX)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Ishares U.s. Smallcap Equity Factor Etf Exchange Traded Fund (SMLF)
Ishares Morningstar Mid-cap Growth Etf Exchange Traded Fund (IMCG)
Ishares Convertible Bond Etf Exchange Traded Fund (ICVT)
Ishares High Yield Systematic Bond Etf Exchange Traded Fund (HYDB)
Ishares Residential And Multisector Real Estate Etf Exchange Traded Fund (REZ)
First Trust Long/short Equity Etf Exchange Traded Fund (FTLS)
Invesco Qqq Trust Series I Exchange Traded Fund (QQQ)
Schwab Fundamental Emerging Markets Equity Etf Exchange Traded Fund (FNDE)
State Street Spdr S&p North American Natural Resources Etf Exchange Traded Fund (NANR)
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)
Victoryshares Short-term Bond Etf Exchange Traded Fund (USTB)

View all positions for Cornerstone Planning Group

Top funds holding Convergence Long/short Equity Etf

Flagship Harbor Advisors
LPL Financial
Rockefeller Capital Management
Riverwater Partners
Janney Montgomery Scott
Envestnet Asset Management
Liberty Square Wealth Partners
Redhawk Wealth Advisors
Tactive Advisors
Cottonwood Capital Advisors
HighTower Advisors
Commonwealth Equity Services
Wealthcare Advisory Partners
Sowell Financial Services
Founders Financial Securities

View all funds holding Convergence Long/short Equity Etf