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Convergence Long/short Equity Etf shares owned by Fiscal Wisdom Wealth Management

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

Historical chart of Fiscal Wisdom Wealth Management investment in Convergence Long/short Equity Etf

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All positions including Convergence Long/short Equity Etf held by Fiscal Wisdom Wealth Management 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 Fiscal Wisdom Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $481k 18k 27.33
2025-09-30 $227k 8.8k 25.76

More positions owned by Fiscal Wisdom Wealth Management

Gold Resource Corporation (GORO)
Endeavour Silver Corp (EXK)
Dakota Gold Corp (DC)
Skeena Resources Com Npvpost Rev Split Isin Ca83056p7157 Sedo (SKE)
Spdr Series Trust State Street Spd (SPYM)
Equinox Gold Corp equities (EQX)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Silvercorp Metals (SVM)
Apple (AAPL)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Purecycle Technologies (PCT)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Invesco Exchange Traded Fd T Large Cap Growth (PWB)
Microsoft Corporation (MSFT)

View all positions for Fiscal Wisdom Wealth Management

Top funds holding Convergence Long/short Equity Etf

Flagship Harbor Advisors
LPL Financial
Riverwater Partners
Janney Montgomery Scott
Cottonwood Capital Advisors
Wealth Enhancement Advisory Services
Envestnet Asset Management
Sowell Financial Services
Tactive Advisors
Rockefeller Capital Management
Liberty Square Wealth Partners
Accurate Wealth Management
Creative Planning
Global Retirement Partners
Park Avenue Securities

View all funds holding Convergence Long/short Equity Etf