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Convergence Long/short Equity Etf shares owned by Creative Planning

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

Historical chart of Creative Planning investment in Convergence Long/short Equity Etf

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All positions including Convergence Long/short Equity Etf held by Creative Planning 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 Creative Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.2M 144k 22.27
2024-06-30 $3.5M 164k 21.44
2024-03-31 $2.8M 135k 20.44
2023-12-31 $4.6M 268k 17.05

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr National Mun Etf (MUB)

View all positions for Creative Planning

Top funds holding Convergence Long/short Equity Etf

Mainstay Capital Management
Riverwater Partners
Flagship Harbor Advisors
LPL Financial
Cottonwood Capital Advisors
Creative Planning
Good Life Advisors
Mariner Wealth Advisors
Sigma Planning
Belpointe Asset Management
Archford Capital Strategies
Per Stirling Capital Management
Brookstone Capital Management
Cary Street Partner Investment Advisory
GG Group Ventures

View all funds holding Convergence Long/short Equity Etf