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Convergence Long/short Equity Etf shares owned by Independent Financial Group

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

Historical chart of Independent Financial Group investment in Convergence Long/short Equity Etf

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All positions including Convergence Long/short Equity Etf held by Independent Financial 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 Independent Financial Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $341k 10k 34.14

More positions owned by Independent Financial Group

NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Micron Technology (MU)
Broadcom (AVGO)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Alphabet Cap Stk Cl C (GOOG)
Pgim Etf Tr Aaa Clo Etf (PAAA)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Advanced Micro Devices (AMD)

View all positions for Independent Financial Group

Top funds holding Convergence Long/short Equity Etf

LPL Financial
Envestnet Asset Management
Rockefeller Capital Management
Flagship Harbor Advisors
Janney Montgomery Scott
Riverwater Partners
Liberty Square Wealth Partners
Park Avenue Securities
Redhawk Wealth Advisors
Tactive Advisors
Cottonwood Capital Advisors
Wealth Enhancement Advisory Services
HighTower Advisors
Royal Bank of Canada
Wealthcare Advisory Partners

View all funds holding Convergence Long/short Equity Etf