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Convergence Long/short Equity Etf shares owned by Financeware

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

Historical chart of Financeware 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 Financeware 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 Financeware

Quarter filed Position value Share count Share price at filing
2026-06-30 $221k 6.5k 34.14

More positions owned by Financeware

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ea Series Trust Alpha Architect (CAOS)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Sprott Asset Management Physical Silver (PSLV)
RBB Us Treasr 10 Yr (UTEN)
Sprott Asset Management Physical Gold Tr (PHYS)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr National Mun Etf (MUB)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Schwab Strategic Tr Us Tips Etf (SCHP)
Invesco SHS (IVZ)
Spdr Series Trust St Str P500etf (SPYM)

View all positions for Financeware

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