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
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.04K
+ 22.38%
$55.61 - $57.37 $57.7K - $59.5K
5.67K $323K
HDV
Ishares Core High Dividend ETF

ETFs
70
+ 0.72%
$118.16 - $123.66 $8.27K - $8.66K
9.8K $1.2M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
154
+ 0.75%
$50.02 - $53.28 $7.7K - $8.21K
20.6K $1.08M
ARKW
Ark Next Generation Internet E

ETFs
33
+ 1.96%
$144.46 - $174.76 $4.77K - $5.77K
1.72K $299K
XLF
Financial Sector Spdr

ETFs
450
+ 3.44%
$51.37 - $54.25 $23.1K - $24.4K
13.5K $728K
VT
Vanguard Total World Stk Index

ETFs
43
+ 1.04%
$128.41 - $138.03 $5.52K - $5.94K
4.16K $572K
AFL
Aflac Inc

Financial Services
8
+ 0.15%
$98.09 - $111.7 $785 - $894
5.35K $597K
XLI
Industrial Sector Spdr

ETFs
29
+ 0.66%
$147.94 - $154.99 $4.29K - $4.49K
4.4K $678K
BND
Vanguard Bd Index Fd Inc Total

ETFs
355
+ 6.59%
$72.57 - $74.72 $25.8K - $26.5K
5.75K $427K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
40
+ 2.29%
$148.97 - $165.88 $5.96K - $6.64K
1.79K $293K
WMT
Walmart Inc.

Consumer Defensive
77
+ 1.78%
$94.4 - $104.27 $7.27K - $8.03K
4.41K $454K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
82
+ 4.05%
$161.6 - $171.2 $13.3K - $14K
2.11K $360K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
168
+ 1.45%
$31.31 - $34.54 $5.26K - $5.8K
11.8K $396K
LEAD
Siren Divcon Leaders Dividend

ETFs
1
+ 0.02%
$72.03 - $76.24 $72 - $76.2
6.38K $485K
XLV
Select Sector Spdr Fund Health

ETFs
55
+ 1.44%
$129.01 - $139.72 $7.1K - $7.68K
3.88K $540K
UPS
United Parcel Service Inc

Industrials
1.11K
+ 26.09%
$82.58 - $105.54 $91.3K - $117K
5.34K $446K
XOM
Exxon Mobil Corp

Energy
25
+ 0.76%
$105.83 - $117.22 $2.65K - $2.93K
3.32K $373K
IWD
Ishares Russell 1000 Val ETF

ETFs
42
+ 3.86%
$192.76 - $203.86 $8.1K - $8.56K
1.13K $230K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
586
+ 3.24%
$23.54 - $23.97 $13.8K - $14K
18.7K $447K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
557
+ 4.62%
$22.64 - $23.22 $12.6K - $12.9K
12.6K $291K
FTCS
First Trust Capital Strength E

ETFs
1
+ 0.02%
$89.72 - $93.74 $89.7 - $93.7
4.41K $412K
DIS
Walt Disney CO

Communication Services
298
+ 12.76%
$112.25 - $124.0 $33.5K - $37K
2.63K $301K
QCOM
Qualcomm Inc

Technology
12
+ 0.86%
$145.84 - $173.55 $1.75K - $2.08K
1.41K $234K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
69
+ 0.45%
$25.21 - $25.99 $1.74K - $1.79K
15.2K $394K
SUB
Ishares Short Term National Mu

ETFs
4
+ 0.11%
$106.17 - $107.3 $425 - $429
3.56K $380K
Innovator Etfs Trust
15.7K
New
N/A
15.7K $0
Calamos ETF Tr
7.57K
New
N/A
7.57K $0
Morgan Stanley ETF Trust
3K
New
N/A
3K $0
AVGE
American Centy ETF Tr Avantis
2.7K
+ 8.17%
N/A
35.8K $0
Global X Fds
3.78K
New
N/A
3.78K $0
Ea Series Trust
4.4K
New
N/A
4.4K $0
PG
Procter & Gamble CO

Consumer Defensive
10
+ 0.59%
$150.47 - $161.22 $1.5K - $1.61K
1.69K $259K
SVOL
Simplify ETF Simplify Volatili

ETFs
234
+ 0.71%
$16.48 - $19.27 $3.86K - $4.51K
33K $593K
MLPA
Global X Mlp ETF

ETFs
40
+ 0.19%
$48.25 - $51.56 $1.93K - $2.06K
21.4K $1.04M
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
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