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Convergence Long/short Equity Etf shares owned by SageView Advisory Group

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

Historical chart of SageView Advisory Group investment in Convergence Long/short Equity Etf

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All positions including Convergence Long/short Equity Etf held by SageView Advisory 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 SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $14k 500 27.33

More positions owned by SageView Advisory Group

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPHY)
Ishares Tr National Mun Etf (MUB)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for SageView Advisory Group

Top funds holding Convergence Long/short Equity Etf

Flagship Harbor Advisors
LPL Financial
Riverwater Partners
Janney Montgomery Scott
Cottonwood Capital Advisors
Liberty Square Wealth Partners
Envestnet Asset Management
Sowell Financial Services
Tactive Advisors
Rockefeller Capital Management
Park Avenue Securities
Accurate Wealth Management
Creative Planning
Global Retirement Partners
Elyxium Wealth

View all funds holding Convergence Long/short Equity Etf