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
IJH
Ishares Core S&P Mid Cap ETF

ETFs
647
+ 10.66%
$51.16 - $62.02 $33.1K - $40.1K
6.72K $416K
FLMI
Franklin Dynamic Municipal Bon

ETFs
2.73K
+ 8.78%
$23.57 - $24.6 $64.3K - $67.1K
33.8K $819K
GLD
Spdr Gold Trust

ETFs
136
+ 16.19%
$273.71 - $316.29 $37.2K - $43K
976 $297K
XLF
Financial Sector Spdr

ETFs
366
+ 2.88%
$43.92 - $52.37 $16.1K - $19.2K
13.1K $684K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
215
+ 11.88%
$140.84 - $163.09 $30.3K - $35.1K
2.03K $330K
XLC
Select Sector Spdr Tr Communic

ETFs
126
+ 5.65%
$86.13 - $108.53 $10.9K - $13.7K
2.36K $255K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
317
+ 0.92%
N/A
34.8K $2.99M
SUB
Ishares Short Term National Mu

ETFs
171
+ 5.05%
$104.77 - $106.34 $17.9K - $18.2K
3.56K $378K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
884
+ 7.92%
$22.54 - $23.17 $19.9K - $20.5K
12K $276K
VTV
Vanguard Value ETF

ETFs
29
+ 1.66%
$153.67 - $176.74 $4.46K - $5.13K
1.77K $313K
PG
Procter & Gamble CO

Consumer Defensive
154
+ 10.09%
$157.66 - $172.39 $24.3K - $26.5K
1.68K $267K
HYLS
First Tr Tactical High Yield L

ETFs
11
+ 0.14%
$39.8 - $41.84 $438 - $460
7.79K $325K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.22K
+ 5.97%
$24.32 - $27.87 $54.1K - $62K
39.5K $1.05M
IEMG
Ishares Inc

ETFs
54
+ 1.16%
N/A
4.73K $253K
HD
Home Depot, Inc.

Consumer Cyclical
4
+ 0.15%
$335.24 - $380.78 $1.34K - $1.52K
2.61K $955K
MUST
Columbia ETF Tr I Multi Sector

ETFs
15
+ 0.13%
$19.47 - $20.4 $292 - $306
11.1K $224K
AVGE
American Centy ETF Tr Avantis
1.57K
+ 4.99%
N/A
33.1K $0
IJAN
Innovator Etfs Tr Intl Dev Pwr
1.21K
+ 19.02%
N/A
7.59K $0
Innovator Etfs Trust
1.03K
+ 8.35%
N/A
13.3K $0
Innovator Etfs Trust
783
+ 9.56%
N/A
8.97K $0
Innovator Etfs Trust
3.01K
+ 56.64%
N/A
8.32K $0
LLY
Eli Lilly & CO

Healthcare
8
+ 1.59%
$713.71 - $898.95 $5.71K - $7.19K
510 $397K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
31
+ 0.5%
$45.07 - $52.57 $1.4K - $1.63K
6.25K $305K
SHEL
Shell PLC

Energy
8
+ 0.09%
$59.75 - $73.05 $478 - $584
9.1K $641K
XLV
Select Sector Spdr Fund Health

ETFs
107
+ 2.88%
$128.77 - $144.3 $13.8K - $15.4K
3.83K $515K
CVX
Chevron Corp

Energy
10
+ 0.7%
$133.73 - $168.51 $1.34K - $1.69K
1.43K $205K
XOM
Exxon Mobil Corp

Energy
17
+ 0.52%
$99.93 - $119.04 $1.7K - $2.02K
3.29K $354K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
3.24K
+ 0.99%
$24.14 - $25.43 $78.1K - $82.3K
329K $8.15M
MLPA
Global X Mlp ETF

ETFs
27
+ 0.13%
$46.47 - $54.16 $1.25K - $1.46K
21.4K $1.07M
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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