Private Advisor »

Convergence Long/short Equity Etf shares owned by Private Advisor

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

Historical chart of Private Advisor 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 Private Advisor consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Convergence Long/short Equity Etf by Private Advisor

Quarter filed Position value Share count Share price at filing
2026-06-30 $430k 13k 34.14

More positions owned by Private Advisor

Apple (AAPL)
Spdr Series Trust St Str P500etf (SPYM)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Series Trust ST STR P500GRW (SPYG)
Capital Group Dividend Value Shs Creat Unit (CGDV)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Amazon (AMZN)
Spdr Series Trust ST STR PR SP1500 (SPTM)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Select Sector Spdr Tr St Str Techn Etf (XLK)

View all positions for Private Advisor

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