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Convergence Long/short Equity Etf shares owned by Western Wealth Management

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

Historical chart of Western 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 Western 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 Western Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $203k 5.9k 34.14
2026-03-31 $129k 4.6k 28.14

More positions owned by Western Wealth Management

Apple (AAPL)
Invesco Qqq MF Closed and MF Open (QQQ)
NVIDIA Corporation (NVDA)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Series Trust St Str P500etf (SPYM)
Capital Group Dividend Value Shs Creat Unit (CGDV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Amazon (AMZN)
Spdr Series Trust ST STR P500GRW (SPYG)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl A (GOOGL)
First Tr Exchange Traded Smid Risng Etf (SDVY)
Broadcom (AVGO)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Western Wealth Management

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