WCG Wealth Advisors »

Convergence Long/short Equity Etf shares owned by WCG Wealth Advisors

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

Historical chart of WCG Wealth Advisors 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 WCG Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Convergence Long/short Equity Etf by WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $930k 34k 27.33

More positions owned by WCG Wealth Advisors

NVIDIA Corporation (NVDA)
Pimco Etf Tr Multisector Bd (PYLD)
Spdr Ser Tr Portfolio S&p500 (SPYM)
Apple (AAPL)
Hartford Funds Exchange Traded Total Rtrn Etf Total Rtrn Etf (HTRB)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
Amazon (AMZN)
Dbx Etf Tr Xtrackers Us Nat (CRTC)
Microsoft Corporation (MSFT)
Dbx Etf Tr Xtrackers S&p (SNPE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl C (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for WCG Wealth Advisors

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