Collaborative Wealth Managment Inc. Purchases in Q3 2025

Collaborative Wealth Managment Inc.

  • $238 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
60.8K
+ 81.69%
$24.73 - $25.29 $1.5M - $1.54M
135K $3.4M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
24.8K
+ 13.09%
$39.8 - $42.86 $986K - $1.06M
214K $9.16M
AVUV
American Centy ETF Tr Avantis

ETFs
5.25K
+ 6.4%
$90.37 - $102.12 $474K - $536K
87.1K $8.67M
SPYG
Spdr Portfolio

ETFs
1.19K
+ 1.06%
$94.33 - $105.31 $112K - $125K
113K $11.8M
AVEM
American Centy ETF Tr Avantis

ETFs
8.87K
+ 12.28%
$68.33 - $75.41 $606K - $669K
81.1K $6.09M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
9.44K
+ 105.32%
$102.4 - $103.88 $967K - $981K
18.4K $1.9M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
49.3K
+ 122.15%
$18.93 - $19.47 $932K - $959K
89.6K $1.73M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
989
+ 2.92%
$225.11 - $247.9 $223K - $245K
34.9K $8.62M
GLDM
World Gold Trust

ETFs
9.65K
+ 60.3%
$64.73 - $76.45 $625K - $738K
25.7K $1.96M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
5.26K
+ 4.84%
$59.61 - $63.09 $314K - $332K
114K $7.17M
SPMD
Spdr Portfolio

ETFs
577
+ 0.34%
$54.43 - $58.29 $31.4K - $33.6K
172K $9.83M
XYLD
Global X Fds S&P 500 Covered C

ETFs
12.7K
+ 122.03%
$38.52 - $39.39 $490K - $501K
23.2K $909K
MUB
Ishares National Muni Bond ETF

ETFs
4.14K
+ 108.33%
$103.24 - $106.68 $427K - $441K
7.96K $847K
IDEV
Ishares Core Msci Intl Develop

ETFs
4.81K
New
$74.68 - $80.26 $359K - $386K
4.81K $385K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
11.9K
+ 14.86%
$21.89 - $23.17 $260K - $275K
91.9K $2.12M
HYD
Vaneck High Yield Muni ETF

ETFs
6K
New
$48.85 - $50.94 $293K - $306K
6K $305K
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
10.3K
+ 12.42%
$28.34 - $28.67 $292K - $295K
93.2K $2.67M
MLPX
Global X Mlp & Energy Infrastr

ETFs
4.66K
+ 29.04%
$59.5 - $62.99 $277K - $294K
20.7K $1.3M
CLOI
Vaneck ETF Tr

ETFs
5.29K
New
$52.8 - $53.1 $280K - $281K
5.29K $281K
VUG
Vanguard Growth ETF

ETFs
454
+ 41.2%
$433.97 - $484.08 $197K - $220K
1.56K $746K
VTV
Vanguard Value ETF

ETFs
1.18K
+ 66.42%
$175.51 - $186.57 $207K - $220K
2.95K $549K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
1.41K
New
$138.31 - $165.45 $195K - $234K
1.41K $233K
GOOGL
Alphabet Inc.

Communication Services
910
New
$174.36 - $254.72 $159K - $232K
910 $221K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2.21K
New
$94.17 - $99.95 $208K - $221K
2.21K $221K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
6.32K
New
$33.07 - $34.84 $209K - $220K
6.32K $220K
NUSC
Nuveen Esg Small Cap ETF

ETFs
4.87K
New
$40.43 - $44.52 $197K - $217K
4.87K $214K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.78K
New
$49.43 - $54.52 $187K - $206K
3.78K $205K
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.05K
New
$182.33 - $194.5 $192K - $205K
1.05K $204K
IYH
Ishares Tr

ETFs
3.47K
New
$54.36 - $58.96 $189K - $205K
3.47K $203K
HD
Home Depot, Inc.

Consumer Cyclical
251
+ 9.63%
$357.4 - $423.42 $89.7K - $106K
2.86K $1.16M
KJUL
Innovator U.S. Small Cap Power

Technology
6.5K
New
$29.2 - $31.07 $190K - $202K
6.5K $201K
SCHG
Schwab Strategic Tr Us Large C

ETFs
6.3K
New
$28.92 - $32.19 $182K - $203K
6.3K $201K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
2.57K
New
N/A
2.57K $192K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
567
+ 2.35%
$108.77 - $115.6 $61.7K - $65.5K
24.7K $2.79M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
3.66K
+ 34.29%
$45.07 - $47.56 $165K - $174K
14.3K $659K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.94K
+ 5.46%
$35.42 - $38.65 $68.5K - $74.8K
37.4K $1.42M
VEA
Vanguard Ftse Developed Market

ETFs
2.33K
+ 48.12%
$56.02 - $60.3 $130K - $140K
7.17K $429K
T
At&T Inc.

Communication Services
5.33K
+ 61.21%
$26.94 - $29.62 $144K - $158K
14K $396K
FLMI
Franklin Dynamic Municipal Bon

ETFs
4.96K
+ 14.67%
$23.96 - $24.81 $119K - $123K
38.8K $959K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
2.42K
+ 14.56%
$49.09 - $50.58 $119K - $123K
19.1K $961K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
2.37K
+ 14.71%
$50.81 - $51.07 $120K - $121K
18.5K $942K
VGT
Vanguard Information Technolog

ETFs
60
+ 6.78%
$656.44 - $753.15 $39.4K - $45.2K
945 $705K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
359
+ 12.89%
$105.16 - $140.03 $37.8K - $50.3K
3.15K $426K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
52
+ 0.11%
$42.39 - $44.63 $2.2K - $2.32K
47.4K $2.11M
IEMG
Ishares Inc

ETFs
1.75K
+ 36.97%
N/A
6.47K $347K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
45
+ 0.45%
$132.9 - $142.03 $5.98K - $6.39K
10.1K $1.43M
GLD
Spdr Gold Trust

ETFs
81
+ 8.3%
$300.96 - $355.47 $24.4K - $28.8K
1.06K $375K
VBR
Vanguard Small Cap Value ETF

ETFs
156
+ 5.82%
$195.41 - $212.37 $30.5K - $33.1K
2.84K $592K
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
2.11K
+ 29.71%
N/A
9.2K $283K
Activity Summary
Buys All Purchases 85 New Holdings 19 Increased Positions 66 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Collaborative Wealth Managment Inc. Portfolio

Follow Collaborative Wealth Managment Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Collaborative Wealth Managment Inc., based on Form 13F filings with the SEC.

News

Stay updated on Collaborative Wealth Managment Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email