Comprehensive Wealth Management, LLC Purchases in Q2 2025

Comprehensive Wealth Management, LLC

  • $115 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
KORP
American Centy ETF Tr Diversif

ETFs
523K
New
$45.37 - $47.07 $23.7M - $24.6M
523K $24.6M
LGOV
First Tr ETF Iv Long Duration

ETFs
1.14M
+ 257.59%
$20.73 - $21.92 $23.6M - $24.9M
1.58M $33.8M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
30.3K
+ 129.96%
$61.92 - $81.5 $1.87M - $2.47M
53.6K $4.36M
VT
Vanguard Total World Stk Index

ETFs
21K
New
$103.16 - $128.52 $2.17M - $2.7M
21K $2.7M
XLF
Financial Sector Spdr

ETFs
49.9K
+ 487.3%
$43.92 - $52.37 $2.19M - $2.62M
60.2K $3.15M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
65.1K
+ 147.19%
$32.61 - $38.62 $2.12M - $2.52M
109K $4.17M
XLK
Technology Sector Spdr

ETFs
277
+ 1.2%
$179.73 - $253.23 $49.8K - $70.1K
23.4K $5.92M
HEZU
Ishares Currency Hedged Msci E

ETFs
26.1K
New
$34.68 - $41.63 $905K - $1.09M
26.1K $1.07M
ICVT
Ishares Tr Convertible Bond Et

ETFs
9.5K
New
$78.98 - $90.1 $750K - $856K
9.5K $855K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.98K
+ 72.09%
$171.4 - $227.1 $511K - $677K
7.11K $1.62M
SCHR
Schwab Intermediate Term Us Tr

ETFs
26K
New
$24.54 - $25.07 $639K - $653K
26K $651K
REZ
Ishares Tr Residential And Mul

ETFs
7.9K
New
$76.14 - $86.35 $601K - $682K
7.9K $650K
REET
Ishares Global Reit ETF

ETFs
26.2K
New
$21.59 - $25.16 $567K - $660K
26.2K $648K
LKOR
Flexshares Cr Scored Us Long C

ETFs
13.2K
+ 54.57%
$40.15 - $42.63 $531K - $563K
37.4K $1.59M
HYZD
Wisdomtree Tr Interest Rate He

ETFs
23K
New
$21.04 - $22.42 $484K - $516K
23K $514K
WTMF
Wisdomtree Tr Managed Futures

ETFs
13K
New
$32.91 - $35.38 $427K - $459K
13K $458K
RING
Ishares Inc Msci Global Gold M

ETFs
6.1K
+ 22.65%
$34.72 - $45.62 $212K - $278K
33K $1.45M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
10.9K
+ 41.17%
$27.29 - $29.28 $298K - $320K
37.5K $1.1M
XSMO
Invesco S&P Smallcap Momentum

ETFs
2.72K
+ 20.63%
$55.15 - $68.11 $150K - $185K
15.9K $1.08M
JCPB
J P Morgan Exchange Traded Fd

ETFs
5.34K
New
$45.9 - $47.2 $245K - $252K
5.34K $251K
BOUT
Innovator Etfs Tr Ibd Breakout

ETFs
6.57K
New
$31.49 - $36.57 $207K - $240K
6.57K $240K
XLE
Energy Sector Spdr

ETFs
2.76K
New
$76.44 - $94.13 $211K - $259K
2.76K $233K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
2.87K
+ 5.61%
$50.09 - $51.09 $144K - $147K
54.1K $2.76M
Capitol Ser Tr
14.7K
+ 107.36%
N/A
28.3K $0
UTES
Virtus Reaves Utilities ETF
80
+ 0.48%
N/A
16.9K $0
Guinness Atkinson Fds
133K
+ 87.32%
N/A
286K $0
XLV
Select Sector Spdr Fund Health

ETFs
314
+ 4.48%
$128.77 - $144.3 $40.4K - $45.3K
7.33K $988K
Activity Summary
Buys All Purchases 28 New Holdings 13 Increased Positions 15 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
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