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Convergence Long/short Equity Etf shares owned by Steward Partners Investment Advisory

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

Historical chart of Steward Partners Investment Advisory 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 Steward Partners Investment Advisory 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 Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $26k 950 27.33

More positions owned by Steward Partners Investment Advisory

Apple (AAPL)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Gold Tr Gold Shs (GLD)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Steward Partners Investment Advisory

Top funds holding Convergence Long/short Equity Etf

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

View all funds holding Convergence Long/short Equity Etf