Collaborative Wealth Managment Inc. Incresed Positions 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
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
JQUA
J P Morgan ETF Tr U S Quality

ETFs
5.88K
+ 5.72%
$50.39 - $60.05 $296K - $353K
109K $6.52M
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
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
2.41K
+ 1.31%
$23.19 - $25.35 $56K - $61.2K
186K $4.72M
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
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
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
4.04K
+ 60.75%
$37.51 - $45.52 $151K - $184K
10.7K $483K
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
SPY
Spdr S&P 500 ETF Trust

ETFs
38
+ 2.34%
$496.48 - $617.85 $18.9K - $23.5K
1.66K $1.03M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
7.19K
+ 9.87%
$22.18 - $23.36 $159K - $168K
80K $1.79M
IVV
Ishares Core S&P 500 ETF

ETFs
68
+ 5.66%
$498.8 - $620.9 $33.9K - $42.2K
1.27K $787K
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
IWM
Ishares Russell 2000 ETF

ETFs
219
+ 13.65%
$174.82 - $215.79 $38.3K - $47.3K
1.82K $393K
SPIB
Spdr Portfolio Intermediate Te

ETFs
1.89K
+ 6.04%
$32.62 - $33.58 $61.7K - $63.5K
33.2K $1.12M
SVOL
Simplify ETF Simplify Volatili

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

ETFs
1.26K
+ 8.48%
$50.52 - $50.92 $63.6K - $64.1K
16.1K $819K
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
SPAB
Spdr Portfolio Aggregate Bond

ETFs
444
+ 3.01%
$24.98 - $25.66 $11.1K - $11.4K
15.2K $388K
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
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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