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Convergence Long/short Equity Etf shares owned by Sigma Planning

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

Historical chart of Sigma Planning investment in Convergence Long/short Equity Etf

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All positions including Convergence Long/short Equity Etf held by Sigma Planning 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 Sigma Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 91k 22.27
2024-06-30 $1.9M 87k 21.44
2024-03-31 $1.5M 75k 20.44

More positions owned by Sigma Planning

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl C (GOOG)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Sigma Planning

Top funds holding Convergence Long/short Equity Etf

Mainstay Capital Management
Riverwater Partners
Flagship Harbor Advisors
LPL Financial
Cottonwood Capital Advisors
Creative Planning
Good Life Advisors
Mariner Wealth Advisors
Sigma Planning
Belpointe Asset Management
Archford Capital Strategies
Per Stirling Capital Management
Brookstone Capital Management
Cary Street Partner Investment Advisory
GG Group Ventures

View all funds holding Convergence Long/short Equity Etf