Collaborative Wealth Managment Inc. Purchases in Q2 2025

Collaborative Wealth Managment Inc.

  • $222 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
10.9K
+ 10.77%
$71.83 - $95.32 $782K - $1.04M
112K $10.7M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
24K
+ 14.51%
$32.66 - $40.75 $783K - $977K
189K $7.67M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.28K
+ 3.93%
$171.4 - $227.1 $220K - $291K
33.9K $7.69M
AVEM
American Centy ETF Tr Avantis

ETFs
9.67K
+ 15.45%
$53.08 - $68.54 $513K - $663K
72.2K $4.95M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
45.5K
+ 157.96%
$24.48 - $24.9 $1.11M - $1.13M
74.4K $1.85M
GLDM
World Gold Trust

ETFs
16K
New
$58.96 - $67.97 $943K - $1.09M
16K $1.05M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
8.97K
New
$102.02 - $103.5 $915K - $928K
8.97K $922K
AVUV
American Centy ETF Tr Avantis

ETFs
6.72K
+ 8.94%
$75.17 - $91.21 $505K - $613K
81.9K $7.46M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
3.22K
+ 3.51%
$60.34 - $74.89 $194K - $241K
94.9K $7.11M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
40.3K
New
$17.99 - $18.99 $725K - $766K
40.3K $765K
SPMD
Spdr Portfolio

ETFs
1.48K
+ 0.87%
$44.89 - $54.38 $66.2K - $80.2K
171K $9.32M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.99K
+ 2.11%
$45.11 - $52.34 $180K - $209K
193K $10.1M
XYLD
Global X Fds S&P 500 Covered C

ETFs
10.4K
New
$35.62 - $39.64 $372K - $413K
10.4K $406K
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
12.2K
+ 17.17%
$27.01 - $28.59 $328K - $348K
82.9K $2.37M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
2.41K
+ 1.31%
$23.19 - $25.35 $56K - $61.2K
186K $4.72M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
2.79K
New
$66.89 - $111.18 $186K - $310K
2.79K $309K
KAPR
Innovator U.S. Small Cap Power

ETFs
9.5K
New
$28.5 - $32.39 $271K - $308K
9.5K $307K
MLPX
Global X Mlp & Energy Infrastr

ETFs
4.49K
+ 38.76%
$55.32 - $65.02 $248K - $292K
16.1K $1.01M
PAPR
Innovator U.S. Equity Power Bu

ETFs
6.45K
+ 43.82%
$33.22 - $37.29 $214K - $241K
21.2K $789K
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.63K
New
$51.14 - $57.0 $237K - $264K
4.63K $263K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.75K
New
$113.67 - $150.4 $198K - $262K
1.75K $262K
PJAN
Innovator U.S. Equity Power Bu

ETFs
5.77K
New
$38.7 - $44.05 $223K - $254K
5.77K $254K
ARKW
Ark Next Generation Internet E

ETFs
1.69K
New
$82.77 - $147.9 $139K - $249K
1.69K $248K
MSFT
Microsoft Corp

Technology
10
+ 0.54%
$354.56 - $497.45 $3.55K - $4.97K
1.86K $924K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.38K
+ 15.18%
$34.72 - $42.74 $117K - $144K
25.6K $1.09M
NVDA
Nvidia Corp

Technology
35
+ 0.82%
$94.31 - $157.99 $3.3K - $5.53K
4.31K $681K
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
7.09K
New
$28.36 - $31.3 $201K - $222K
7.09K $218K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.09K
New
$166.82 - $194.23 $182K - $212K
1.09K $211K
POCT
Innovator U.S. Equity Power Bu

ETFs
5.02K
New
$36.35 - $41.3 $182K - $207K
5.02K $207K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
4.04K
+ 60.75%
$37.51 - $45.52 $151K - $184K
10.7K $483K
IBM
International Business Machines Corp

Technology
690
New
$221.03 - $294.78 $153K - $203K
690 $203K
TSLA
Tesla, Inc.

Consumer Cyclical
126
+ 4.62%
$221.86 - $362.89 $28K - $45.7K
2.85K $905K
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
2.3K
+ 8.65%
$41.3 - $47.0 $95.2K - $108K
28.9K $1.36M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
1.65K
+ 7.35%
$95.52 - $109.98 $158K - $182K
24.1K $2.61M
F
Ford Motor CO

Consumer Cyclical
13.3K
New
$8.69 - $10.85 $116K - $145K
13.3K $144K
SPY
Spdr S&P 500 ETF Trust

ETFs
38
+ 2.34%
$496.48 - $617.85 $18.9K - $23.5K
1.66K $1.03M
IVV
Ishares Core S&P 500 ETF

ETFs
68
+ 5.66%
$498.8 - $620.9 $33.9K - $42.2K
1.27K $787K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
7.19K
+ 9.87%
$22.18 - $23.36 $159K - $168K
80K $1.79M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
3.33K
+ 6.43%
$28.21 - $28.85 $94K - $96.2K
55.1K $1.59M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.25K
+ 3.66%
$29.52 - $35.31 $37K - $44.2K
35.4K $1.25M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
742
+ 24.97%
$90.56 - $109.49 $67.2K - $81.2K
3.71K $405K
CLF
Cleveland Cliffs Inc.

Basic Materials
14.6K
+ 48.13%
$5.83 - $8.88 $85K - $129K
44.9K $341K
VUG
Vanguard Growth ETF

ETFs
7
+ 0.64%
$329.49 - $438.4 $2.31K - $3.07K
1.1K $483K
SPIB
Spdr Portfolio Intermediate Te

ETFs
1.89K
+ 6.04%
$32.62 - $33.58 $61.7K - $63.5K
33.2K $1.12M
IWM
Ishares Russell 2000 ETF

ETFs
219
+ 13.65%
$174.82 - $215.79 $38.3K - $47.3K
1.82K $393K
SVOL
Simplify ETF Simplify Volatili

ETFs
3.39K
+ 11.54%
$13.97 - $19.98 $47.3K - $67.7K
32.7K $602K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.26K
+ 8.48%
$50.52 - $50.92 $63.6K - $64.1K
16.1K $819K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
802
+ 4.84%
$35.35 - $42.68 $28.4K - $34.2K
17.4K $740K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
1.43K
+ 9.42%
$48.46 - $50.2 $69.4K - $71.9K
16.6K $825K
Activity Summary
Buys All Purchases 80 New Holdings 15 Increased Positions 65 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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