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Convergence Long/short Equity Etf shares owned by MBL Wealth

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

Historical chart of MBL 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 MBL 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 MBL Wealth

Quarter filed Position value Share count Share price at filing
2026-09-30 $2.0M 58k 34.01

More positions owned by MBL Wealth

State Str Spdr S&p 500 Etf T Put Put Option (Principal) (SPY)
Spdr Series Trust St Str Blo 1 Etf (BIL)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Core Msci Emkt (IEMG)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Victory Portfolios Ii Core Bd Etf (UITB)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Core Msci Intl (IDEV)
Pimco Etf Tr Inter Mun Bd Act (MUNI)

View all positions for MBL Wealth

Top funds holding Convergence Long/short Equity Etf

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

View all funds holding Convergence Long/short Equity Etf