Collaborative Wealth Managment Inc. Incresed Positions 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
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
11.9K
+ 14.86%
$21.89 - $23.17 $260K - $275K
91.9K $2.12M
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
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
HD
Home Depot, Inc.

Consumer Cyclical
251
+ 9.63%
$357.4 - $423.42 $89.7K - $106K
2.86K $1.16M
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
HDV
Ishares Core High Dividend ETF

ETFs
70
+ 0.72%
$118.16 - $123.66 $8.27K - $8.66K
9.8K $1.2M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.04K
+ 22.38%
$55.61 - $57.37 $57.7K - $59.5K
5.67K $323K
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
VT
Vanguard Total World Stk Index

ETFs
43
+ 1.04%
$128.41 - $138.03 $5.52K - $5.94K
4.16K $572K
XLF
Financial Sector Spdr

ETFs
450
+ 3.44%
$51.37 - $54.25 $23.1K - $24.4K
13.5K $728K
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
WMT
Walmart Inc.

Consumer Defensive
77
+ 1.78%
$94.4 - $104.27 $7.27K - $8.03K
4.41K $454K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
31
+ 0.5%
$79.76 - $85.78 $2.47K - $2.66K
6.28K $531K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
40
+ 2.29%
$148.97 - $165.88 $5.96K - $6.64K
1.79K $293K
BND
Vanguard Bd Index Fd Inc Total

ETFs
355
+ 6.59%
$72.57 - $74.72 $25.8K - $26.5K
5.75K $427K
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
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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