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Convergence Long/short Equity Etf shares owned by Liberty Square Wealth Partners

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

Historical chart of Liberty Square Wealth Partners 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 Liberty Square Wealth Partners 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 Liberty Square Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.2M 161k 26.04
2025-06-30 $516k 22k 23.37

More positions owned by Liberty Square Wealth Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Spdr Series Trust Portfolio S&p500 (SPLG)
Apple (AAPL)
Ishares Tr Msci Intl Qualty (IQLT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr High Yld Systm B (HYDB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Fundamental Us S (FNDA)
Trust For Professional Man Convergence Lng (CLSE)

View all positions for Liberty Square Wealth Partners

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