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Convergence Long/short Equity Etf shares owned by Elyxium Wealth

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

Historical chart of Elyxium Wealth 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 Elyxium Wealth 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 Elyxium Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.7M 104k 26.04
2025-06-30 $1.4M 59k 23.37
2025-03-31 $694k 32k 21.61
2024-12-31 $590k 26k 22.91

More positions owned by Elyxium Wealth

Apple Stock (AAPL)
Ishares Core S&p 500 Etf Etf (IVV)
Microsoft Corp Stock (MSFT)
Nvidia Corporation Stock (NVDA)
Affirm Hldgs Inc Com Cl A Stock (AFRM)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Russell 3000 Etf Etf (IWV)
Amazon Stock (AMZN)
Ishares Core Msci Eafe Etf Etf (IEFA)
Broadcom Stock (AVGO)
Doubleline Opportunistic Core Bond Etf Etf (DBND)
Ishares Russell Midcap Etf Etf (IWR)
Jpmorgan Chase & Co Stock (JPM)
Ishares Core S&p Small Cap Etf Etf (IJR)

View all positions for Elyxium Wealth

Top funds holding Convergence Long/short Equity Etf

Flagship Harbor Advisors
LPL Financial
Riverwater Partners
Cottonwood Capital Advisors
Wealth Enhancement Advisory Services
Tactive Advisors
Good Life Advisors
Sowell Financial Services
Envestnet Asset Management
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