Wealth Enhancement Advisory Services »

Convergence Long/short Equity Etf shares owned by Wealth Enhancement Advisory Services

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

Historical chart of Wealth Enhancement Advisory 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 Wealth Enhancement Advisory Services 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 Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.1M 235k 25.74
2025-06-30 $4.6M 193k 23.57

More positions owned by Wealth Enhancement Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Alps Etf Tr Smith Core Plus (SMTH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Intl Moment (IMTM)
Amazon (AMZN)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Schwab Strategic Tr Fundamental Intl (FNDF)
Victory Portfolios Ii Usaa Msci Usa Sm (USVM)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Us Treas Bd Etf (GOVT)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Wealth Enhancement Advisory 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