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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
2024-03-31 $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)
Microsoft Corporation (MSFT)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Ishares Tr Core Div Grwth (DGRO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Mcp Etf (IJH)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Sigma Planning

Top funds holding Convergence Long/short Equity Etf

Riverwater Partners
Flagship Harbor Advisors
Cottonwood Capital Advisors
Creative Planning
LPL Financial
Mariner Wealth Advisors
Belpointe Asset Management
Sigma Planning
Good Life Advisors
UBS Group
Hanson McClain Advisors
Parallel Advisors
Venturi Wealth Management

View all funds holding Convergence Long/short Equity Etf