Comprehensive Wealth Management, LLC Purchases in Q1 2025

Comprehensive Wealth Management, LLC

  • $138 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LGOV
First Tr ETF Iv Long Duration

ETFs
442K
New
$20.41 - $21.7 $9.02M - $9.59M
442K $9.5M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
23.3K
New
$67.24 - $84.27 $1.57M - $1.96M
23.3K $1.59M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
44.2K
New
$34.23 - $36.9 $1.51M - $1.63M
44.2K $1.58M
LKOR
Flexshares Cr Scored Us Long C

ETFs
8.21K
+ 51.26%
$41.02 - $43.31 $337K - $356K
24.2K $1.03M
USTB
Victory Portfolios Ii Victorys

ETFs
5.33K
+ 39.63%
$50.08 - $50.71 $267K - $270K
18.8K $951K
VGLT
Vanguard Long Term Treasury Et

ETFs
4.27K
+ 46.5%
$53.99 - $58.43 $230K - $249K
13.5K $774K
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
11.3K
+ 20.11%
$22.31 - $22.79 $253K - $259K
67.8K $1.53M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
8.86K
+ 50.0%
$28.55 - $29.09 $253K - $258K
26.6K $766K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
3.05K
+ 27.72%
$110.9 - $132.93 $339K - $406K
14.1K $1.6M
RTH
Vaneck ETF Tr Vaneck Retail Et

ETFs
903
+ 17.62%
$217.62 - $242.36 $197K - $219K
6.03K $1.36M
IYK
Ishares U.S. Consumer Staples

ETFs
1.72K
+ 17.05%
$63.29 - $71.8 $109K - $124K
11.8K $847K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
1.17K
+ 18.01%
$106.46 - $114.75 $124K - $134K
7.64K $841K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
2.21K
+ 4.52%
$49.42 - $50.43 $109K - $112K
51.2K $2.56M
SYLD
Cambria Shareholder Yld ETF

ETFs
2.39K
+ 23.35%
$62.77 - $71.4 $150K - $171K
12.6K $804K
XLF
Financial Sector Spdr

ETFs
1.81K
+ 21.45%
$47.32 - $52.19 $85.6K - $94.5K
10.2K $510K
XSMO
Invesco S&P Smallcap Momentum

ETFs
2.07K
+ 18.63%
$59.97 - $70.03 $124K - $145K
13.2K $826K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
662
+ 19.07%
$192.82 - $222.1 $128K - $147K
4.13K $797K
INDS
Pacer Fds Tr Benchmark Indl

ETFs
891
+ 6.89%
$34.17 - $38.11 $30.4K - $34K
13.8K $511K
HDG
Proshares Trust Proshares He

ETFs
844
+ 2.54%
$48.76 - $50.4 $41.2K - $42.5K
34K $1.66M
Capitol Ser Tr
4.23K
+ 44.86%
N/A
13.7K $0
UTES
Virtus Reaves Utilities ETF
2.75K
+ 19.61%
N/A
16.8K $0
Guinness Atkinson Fds
153K
New
N/A
153K $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
6.21K
+ 23.07%
N/A
33.1K $0
Manager Directed Portfolios
29.3K
New
N/A
29.3K $0
MSFT
Microsoft Corp

Technology
97
+ 2.1%
$375.39 - $447.2 $36.4K - $43.4K
4.72K $1.77M
Activity Summary
Buys All Purchases 26 New Holdings 5 Increased Positions 21 Sells All Sells 7 Reductions 7 Sold out 0 Options Calls 0 Puts 0
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