Ci Private Wealth, LLC ETFs

Ci Private Wealth, LLC

$59.6 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
DUSA Davis Fundamental ETF Tr	$0	$234,000 0.0% of portfolio	5,536	Q4 2024 Reduced 45.02%
NUMG Nuveen Esg Mid Cap Growth ETF	$0	$232,000 0.0% of portfolio	5,415	Q1 2025 New
NUMV Nuveen Esg Mid Cap Value ETF	$0	$231,000 0.0% of portfolio	6,770	Q1 2025 New
IVOL Kraneshares Tr Quadratic Int R	$0	$230,000 0.0% of portfolio	12,349	Q1 2025 Added 1.32%
PDBC Invesco Act Mge Et Cmdt Fd Tr	$0	$229,000 0.0% of portfolio	16,841	Q1 2025 Added 13.32%
ASHR Xtrackers Harvest Csi 300 Chin	$0	$224,000 0.0% of portfolio	8,451	Q1 2025 Added 0.28%
FXO First Tr Exchange Traded Fd Fi	$0	$222,000 0.0% of portfolio	4,205	Q1 2025 Added 0.48%
RWX Spdr Dow Jones International R	$0	$222,000 0.0% of portfolio	9,082	Q1 2025 Reduced 36.85%
EPS Wisdomtree U.S. Largecap Fund	$0	$219,000 0.0% of portfolio	3,697	Q4 2024 Reduced 17.84%
ECH Ishares Inc Mcsi Chile ETF	$0	$218,000 0.0% of portfolio	7,339	Q1 2025 Reduced 18.81%
JQUA J P Morgan ETF Tr U S Quality	$0	$218,000 0.0% of portfolio	3,878	Q1 2025 Added 0.28%
CMF Ishares California Muni Bond E	$0	$216,000 0.0% of portfolio	3,851	Q1 2025 New
IBDQ Ishares Ibonds Dec 2025 Term C	$0	$216,000 0.0% of portfolio	8,600	Q1 2025 Reduced 6.89%
BCAT Black Rock Capital Allocation Trust	$0	$214,000 0.0% of portfolio	14,899	Q1 2025 Added 3.91%
SPTL Spdr Portfolio Long Term Treas	$0	$214,000 0.0% of portfolio	7,860	Q1 2025 New
ONEQ Fidelity Nasdaq Composite Inde	$0	$209,000 0.0% of portfolio	3,072	Q1 2025 Reduced 69.13%
FTCS First Trust Capital Strength E	$0	$209,000 0.0% of portfolio	2,332	Q1 2025 New
MVV Proshares Ultra Midcap400	$0	$208,000 0.0% of portfolio	3,563	Q4 2023 New
EMNT Pimco ETF Tr Enhanced Short Ma	$0	$207,000 0.0% of portfolio	2,101	Q1 2025 New
FNCL Fidelity Covington Tr Msci Fin	$0	$206,000 0.0% of portfolio	2,967	Q1 2025 New
IEZ Ishares Tr	$0	$195,000 0.0% of portfolio	10,050	Q1 2025 Reduced 55.22%
BIZD Vaneck Vectors ETF Tr Bdc Inco	$0	$184,000 0.0% of portfolio	11,018	Q1 2025 New
FPE First Tr Pfd Secs & Income ETF	$0	$182,000 0.0% of portfolio	10,356	Q1 2025 New
BITQ Exchange Traded Concepts Tr Bi	$0	$144,000 0.0% of portfolio	11,900	Q1 2024 Reduced 11.85%
MSOS Advisorshares Tr Pure Us Canna	$0	$118,000 0.0% of portfolio	45,295	Q1 2025 Added 59.43%
EQL Alps ETF Tr Equal Sector Weigh	$0	$30,000 0.0% of portfolio	2,175	Q4 2024 New
PSJ Invesco Exchange Traded Fd Tr	$0	$0 0.0% of portfolio	26,737	Q1 2025 Added 7.68%
RYF Invesco S&P 500 Equal Weight F	$0	$0 0.0% of portfolio	6,716	Q4 2024 Reduced 17.37%
RGI Invesco S&P 500 Equal Weight I	$0	$0 0.0% of portfolio	6,872	Q1 2025 Reduced 3.14%
RCD Invesco ETF Tr S&P 500 Equal W	$0	$0 0.0% of portfolio	5,143	Q1 2025 Reduced 1.04%
RYT Invesco S&P 500 Equal Weight T	$0	$0 0.0% of portfolio	88,192	Q1 2025 Reduced 22.48%
RYH Invesco S&P 500 Equal Weight H	$0	$0 0.0% of portfolio	23,728	Q1 2025 Added 1.52%

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