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Convergence Long/short Equity Etf shares owned by Tyler-Stone Wealth Management

Quarter-by-quarter ownership of Convergence Long/short Equity Etf (CLSE) shares owned by Tyler-Stone Wealth Management from 13F filings

Historical chart of Tyler-Stone Wealth Management 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 Tyler-Stone Wealth Management 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 Tyler-Stone Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $304k 13k 23.37
2025-03-31 $281k 13k 21.61
2024-12-31 $298k 13k 22.91
2024-09-30 $290k 13k 22.27

More positions owned by Tyler-Stone Wealth Management

NVIDIA Corporation (NVDA)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Parker-Hannifin Corporation (PH)
Palantir Technologies Cl A (PLTR)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Neos Etf Trust Nasdaq 100 High (QQQI)
Amazon (AMZN)
Ishares Tr Msci Usa Min Vol (USMV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Tyler-Stone Wealth Management

Top funds holding Convergence Long/short Equity Etf

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Tactive Advisors
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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