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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
2026-06-30 $775k 23k 34.14
2026-03-31 $231k 8.2k 28.14
2025-12-31 $26k 950 27.33

More positions owned by Steward Partners Investment Advisory

Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Us Aggbd Et (AGG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Steward Partners Investment Advisory

Top funds holding Convergence Long/short Equity Etf

LPL Financial
Envestnet Asset Management
Rockefeller Capital Management
Flagship Harbor Advisors
Janney Montgomery Scott
Riverwater Partners
Liberty Square Wealth Partners
Park Avenue Securities
Redhawk Wealth Advisors
Tactive Advisors
Cottonwood Capital Advisors
Wealth Enhancement Advisory Services
HighTower Advisors
Royal Bank of Canada
Wealthcare Advisory Partners

View all funds holding Convergence Long/short Equity Etf