Collaborative Wealth Managment Inc. Sells in Q1 2025

Collaborative Wealth Managment Inc.

  • $207 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-1.2K
- 4.81%
$209.68 - $247.1 $251K - $296K
23.7K $5.26M
SPYG
Spdr Portfolio

ETFs
-743
- 0.73%
$80.05 - $92.39 $59.5K - $68.6K
101K $8.13M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-801
- 2.4%
$192.82 - $222.1 $154K - $178K
32.6K $6.29M
VTI
Vanguard Total Stock Market Et

ETFs
-1.87K
- 20.95%
$271.18 - $303.12 $508K - $568K
7.07K $1.94M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-1.67K
- 1.79%
$67.03 - $74.61 $112K - $125K
91.7K $6.24M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-609
- 17.79%
$468.34 - $539.52 $285K - $329K
2.81K $1.32M
XLK
Technology Sector Spdr

ETFs
-1K
- 22.03%
$206.38 - $242.18 $207K - $243K
3.55K $733K
AMZN
Amazon Com Inc

Consumer Cyclical
-406
- 6.11%
$190.26 - $242.06 $77.2K - $98.3K
6.24K $1.19M
DIS
Walt Disney CO

Communication Services
-1.74K
- 42.47%
$96.87 - $114.0 $169K - $199K
2.36K $232K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-2.26K
- 6.15%
N/A
34.5K $2.96M
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
-3.64K
- 5.04%
N/A
68.5K $3.14M
MSFT
Microsoft Corp

Technology
-187
- 9.19%
$375.39 - $447.2 $70.2K - $83.6K
1.85K $693K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-4.18K
- 16.88%
$42.4 - $44.11 $177K - $184K
20.6K $902K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-1.59K
- 8.74%
$40.03 - $46.81 $63.6K - $74.3K
16.6K $675K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-6.22K
- 25.26%
$25.21 - $26.38 $157K - $164K
18.4K $485K
IWM
Ishares Russell 2000 ETF

ETFs
-445
- 21.72%
$198.1 - $229.79 $88.2K - $102K
1.6K $319K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.56K
- 20.42%
$57.21 - $65.8 $89.1K - $102K
6.07K $354K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-795
- 30.52%
$152.57 - $163.66 $121K - $130K
1.81K $283K
IWV
Ishares Russell 3000 ETF

ETFs
-242
- 10.8%
$313.1 - $349.83 $75.8K - $84.7K
2K $634K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-1.58K
- 18.37%
$65.27 - $71.18 $103K - $113K
7.02K $465K
VGT
Vanguard Information Technolog

ETFs
-65
- 6.84%
$542.38 - $646.34 $35.3K - $42K
885 $480K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
-889
- 6.14%
$46.12 - $52.9 $41K - $47K
13.6K $631K
VCIT
Vanguard Intermediate Term Cor

ETFs
-1.46K
- 20.95%
$79.17 - $82.04 $116K - $120K
5.5K $450K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-3.16K
- 12.44%
$37.07 - $40.63 $117K - $128K
22.2K $875K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-298
- 0.29%
$55.41 - $60.74 $16.5K - $18.1K
103K $5.8M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.49K
- 20.37%
$71.17 - $73.66 $106K - $109K
5.81K $426K
SVOL
Simplify ETF Simplify Volatili

ETFs
-762
- 2.53%
$17.92 - $21.7 $13.7K - $16.5K
29.4K $533K
VT
Vanguard Total World Stk Index

ETFs
-714
- 14.69%
$115.08 - $123.97 $82.2K - $88.5K
4.15K $480K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-2.07K
- 28.95%
$39.4 - $42.61 $81.6K - $88.2K
5.08K $205K
EMCB
Wisdomtree Emerging Mrkts Corp

ETFs
-1.37K
- 4.09%
$64.46 - $66.33 $88K - $90.5K
32K $2.09M
IVV
Ishares Core S&P 500 ETF

ETFs
-68
- 5.36%
$554.06 - $615.85 $37.7K - $41.9K
1.2K $674K
DGRO
Ishares Core Dividend Growth E

ETFs
-1.21K
- 15.53%
$60.46 - $64.42 $73K - $77.8K
6.57K $405K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-2.55K
- 10.6%
$28.92 - $29.24 $73.7K - $74.5K
21.5K $628K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-1.05K
- 7.81%
$31.63 - $35.22 $33.2K - $36.9K
12.4K $395K
LEAD
Siren Divcon Leaders Dividend

ETFs
-817
- 11.32%
$63.83 - $69.34 $52.1K - $56.7K
6.4K $414K
BJAN
Innovator U.S. Equity Buffer E

ETFs
-832
- 6.0%
$46.03 - $49.45 $38.3K - $41.1K
13K $607K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-221
- 16.44%
$196.12 - $229.48 $43.3K - $50.7K
1.12K $226K
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.42K
- 15.81%
$30.73 - $32.26 $43.6K - $45.8K
7.56K $232K
VUG
Vanguard Growth ETF

ETFs
-11
- 0.99%
$369.1 - $427.61 $4.06K - $4.7K
1.1K $406K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-96
- 13.52%
$408.78 - $448.82 $39.2K - $43.1K
614 $257K
XLF
Financial Sector Spdr

ETFs
-1.3K
- 9.28%
$47.32 - $52.19 $61.5K - $67.8K
12.7K $633K
BMAY
Innovator U.S. Equity Buffer E

ETFs
-384
- 0.92%
$39.08 - $41.36 $15K - $15.9K
41.3K $1.64M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-382
- 3.48%
$78.0 - $84.37 $29.8K - $32.2K
10.6K $845K
MUST
Columbia ETF Tr I Multi Sector

ETFs
-1.97K
- 15.05%
$20.08 - $20.62 $39.6K - $40.6K
11.1K $223K
XLI
Industrial Sector Spdr

ETFs
-283
- 4.97%
$128.78 - $141.67 $36.4K - $40.1K
5.41K $709K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-1.94K
- 5.59%
$39.18 - $43.52 $75.9K - $84.3K
32.7K $1.37M
IEMG
Ishares Inc

ETFs
-745
- 13.75%
N/A
4.67K $250K
DIAL
Columbia ETF Tr I Diversified

ETFs
-3.05K
- 6.24%
$17.36 - $17.95 $53K - $54.8K
45.8K $819K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-1.24K
- 2.56%
$39.61 - $42.65 $49.2K - $53K
47.4K $1.93M
Activity Summary
Buys All Purchases 64 New Holdings 3 Increased Positions 61 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 0
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