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Convergence Long/short Equity Etf shares owned by Sowell Financial Services

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

Historical chart of Sowell Financial Services 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 Sowell Financial Services 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 Sowell Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.5M 211k 26.04
2024-09-30 $457k 21k 22.27

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Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Two Rds Shared Tr Affinity World (WLDR)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Advisors Inner Circle Fd Iii Rayliant Quantit (RAYD)
Alphabet Cap Stk Cl A (GOOGL)
Pimco Etf Tr Active Bd Etf (BOND)
JPMorgan Chase & Co. (JPM)

View all positions for Sowell Financial Services

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