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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
2025-09-30 $388k 15k 26.04
2025-06-30 $348k 15k 23.37
2025-03-31 $532k 25k 21.61
2024-12-31 $1.8M 78k 22.91
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)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Alphabet Cap Stk Cl C (GOOG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Meta Platforms Cl A (META)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Sigma Planning

Top funds holding Convergence Long/short Equity Etf

Flagship Harbor Advisors
LPL Financial
Riverwater Partners
Cottonwood Capital Advisors
Wealth Enhancement Advisory Services
Tactive Advisors
Good Life Advisors
Sowell Financial Services
Envestnet Asset Management
Liberty Square Wealth Partners
Accurate Wealth Management
Creative Planning
Global Retirement Partners
Elyxium Wealth
Mariner Wealth Advisors

View all funds holding Convergence Long/short Equity Etf