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Convergence Long/short Equity Etf shares owned by Partners Wealth Management

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

Historical chart of Partners Wealth Management 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 Partners 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 Partners Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $203k 5.9k 34.14

More positions owned by Partners Wealth Management

Starboard Invt Tr Adaptive Alpha (AGOX)
Apple (AAPL)
Starboard Invt Tr Adaptive Hdgd Mu (AMAX)
Starboard Invt Tr Rh Tactical Rot (RHRX)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr S&p 500 Val Etf (IVE)
Eli Lilly & Co. (LLY)
Ishares Tr S&p 500 Grwt Etf (IVW)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Vanguard World Energy Etf (VDE)
Bondbloxx Etf Trust Bloomberg Three (XTRE)
At&t (T)

View all positions for Partners Wealth Management

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