Collaborative Wealth Managment Inc. Sells in Q3 2025

Collaborative Wealth Managment Inc.

  • $238 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-88.6K
- 24.3%
$18.82 - $19.8 $1.67M - $1.75M
276K $5.36M
AMZN
Amazon Com Inc

Consumer Cyclical
-4.73K
- 76.05%
$211.65 - $238.24 $1M - $1.13M
1.49K $327K
USFR
Wisdomtree Floating Rate Treas

ETFs
-19.8K
- 15.56%
$50.23 - $50.48 $995K - $1M
108K $5.41M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-47.9K
- 15.84%
$21.77 - $22.57 $1.04M - $1.08M
255K $5.72M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
-39.4K
- 20.63%
$21.99 - $23.38 $867K - $922K
152K $3.51M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-27.7K
- 24.12%
$16.46 - $17.1 $456K - $474K
87.1K $1.48M
XLU
Utilities Sector Spdr

ETFs
-4.47K
- 15.92%
$81.14 - $87.32 $362K - $390K
23.6K $2.06M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-2K
- 5.75%
N/A
32.8K $2.81M
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
-3.59K
- 5.6%
N/A
60.5K $2.77M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-3.9K
- 13.29%
$40.94 - $42.85 $159K - $167K
25.4K $1.07M
XLE
Energy Sector Spdr

ETFs
-1.64K
- 10.08%
$84.25 - $91.99 $139K - $151K
14.7K $1.31M
XLK
Technology Sector Spdr

ETFs
-488
- 20.9%
$250.97 - $282.66 $122K - $138K
1.85K $520K
DNL
Wiswisdomtree Tr

ETFs
-1.7K
- 3.16%
$38.31 - $41.06 $65.2K - $69.8K
52.1K $2.11M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-716
- 19.28%
$108.46 - $120.63 $77.7K - $86.4K
3K $356K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-1.72K
- 5.18%
$33.26 - $34.01 $57.3K - $58.6K
31.5K $1.07M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-1.34K
- 10.54%
$39.58 - $40.74 $52.9K - $54.5K
11.4K $460K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-3.77K
- 1.15%
$24.11 - $24.94 $90.9K - $94.1K
325K $8.1M
XLC
Select Sector Spdr Tr Communic

ETFs
-544
- 23.09%
$105.99 - $119.41 $57.7K - $65K
1.81K $214K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-948
- 3.1%
$48.72 - $50.73 $46.2K - $48.1K
29.7K $1.46M
MGV
Vanguard Mega Cap Value

ETFs
-550
- 10.1%
$129.46 - $137.85 $71.2K - $75.8K
4.9K $674K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-2.25K
- 12.97%
$42.26 - $47.16 $95.3K - $106K
15.1K $700K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-1.59K
- 10.86%
$25.83 - $26.47 $41.1K - $42.1K
13.1K $344K
VONV
Vanguard Russell 1000 Value Et

ETFs
-600
- 13.21%
$84.55 - $89.54 $50.7K - $53.7K
3.94K $352K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-1.12K
- 6.34%
$29.12 - $29.34 $32.6K - $32.9K
16.6K $485K
SRLN
Ssga Active Trust

ETFs
-751
- 7.72%
$41.28 - $41.65 $31K - $31.3K
8.98K $373K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
-1.47K
- 12.09%
$46.4 - $51.49 $68K - $75.4K
10.7K $532K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-740
- 10.72%
$82.42 - $87.03 $61K - $64.4K
6.16K $536K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-845
- 5.38%
$43.36 - $44.8 $36.6K - $37.9K
14.8K $659K
HYLS
First Tr Tactical High Yield L

ETFs
-689
- 8.85%
$41.62 - $42.32 $28.7K - $29.2K
7.1K $298K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-535
- 4.07%
$50.08 - $50.37 $26.8K - $26.9K
12.6K $632K
DIAL
Columbia ETF Tr I Diversified

ETFs
-1.82K
- 5.34%
$17.97 - $18.51 $32.8K - $33.8K
32.4K $596K
BJAN
Innovator U.S. Equity Buffer E

ETFs
-1.11K
- 8.55%
$50.19 - $53.05 $55.9K - $59K
11.9K $631K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-235
- 3.76%
$46.51 - $50.07 $10.9K - $11.8K
6.02K $282K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-873
- 1.58%
$28.38 - $29.05 $24.8K - $25.4K
54.3K $1.57M
VOE
Vanguard Mid Cap Value Index F

ETFs
-300
- 8.17%
$164.63 - $174.58 $49.4K - $52.4K
3.37K $588K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-56
- 10.04%
$435.72 - $463.74 $24.4K - $26K
502 $232K
LLY
Eli Lilly & CO

Healthcare
-4
- 0.78%
$625.65 - $812.69 $2.5K - $3.25K
506 $386K
VIG
Vanguard Dividend Appreciation

ETFs
-39
- 0.68%
N/A
5.73K $1.04M
EPD
Enterprise Products Partners L.P.

Energy
-390
- 2.22%
$30.74 - $32.14 $12K - $12.5K
17.2K $536K
META
Meta Platforms, Inc.

Communication Services
-2
- 0.43%
$695.21 - $791.73 $1.39K - $1.58K
463 $340K
Innovator Etfs Trust
-290
- 3.49%
N/A
8.03K $0
Innovator Etfs Trust
-283
- 3.15%
N/A
8.69K $0
EWRE
Invesco S&P 500 Equal Weight R

ETFs
-4.1K
- 24.21%
N/A
12.8K $0
Morgan Stanley ETF Trust
-110
- 3.06%
N/A
3.48K $0
Morgan Stanley ETF Trust
-906
- 20.57%
N/A
3.5K $0
RNDV
First Tr Vi Us Equity Divid Se
-2.59K
- 12.51%
N/A
18.1K $0
VDE
Vanguard Energy ETF

ETFs
-108
- 4.6%
$118.37 - $129.65 $12.8K - $14K
2.24K $282K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-10
- 0.39%
$101.12 - $106.18 $1.01K - $1.06K
2.56K $263K
F
Ford Motor CO

Consumer Cyclical
-700
- 5.25%
$10.82 - $12.09 $7.57K - $8.46K
12.6K $151K
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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