Convergence Financial »

Morgan Stanley Etf Trust shares owned by Convergence Financial

Quarter-by-quarter ownership of Morgan Stanley Etf Trust (PHEQ) shares owned by Convergence Financial from 13F filings

Historical chart of Convergence Financial investment in Morgan Stanley Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley Etf Trust held by Convergence Financial 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 Morgan Stanley Etf Trust by Convergence Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.0M 93k 32.57

More positions owned by Convergence Financial

Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (SPYV)
Spdr Series Trust State Street Spd (SPAB)
Spdr Series Trust State Street Spd (BIL)
Spdr Series Trust State Street Spd (MDYV)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Spdr Series Trust State Street Spd (MDYG)
Ishares Tr Msci Usa Mmentm (MTUM)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Franklin Templeton Etf Tr Us Core Bond Etf (FLCB)
Spdr Series Trust State Street Spd (SLYV)
Spdr Series Trust State Street Spd (SLYG)
Select Sector Spdr Tr State Street Tec (XLK)
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

View all positions for Convergence Financial

Top funds holding Morgan Stanley Etf Trust

DiMeo Schneider & Associates
LPL Financial
Wayfinding Financial
Convergence Financial
Susquehanna International
Integrated Wealth Concepts
Sheets Smith Wealth Management
Old Mission Capital
Savvy Advisors
Advisor Group Holdings
Smith, Moore & Co.
Concurrent Investment Advisors
Brian McDonald
Farther Finance Advisors
CoreCap Advisors

View all funds holding Morgan Stanley Etf Trust