Collaborative Wealth Managment Inc. Sells in Q3 2024

Collaborative Wealth Managment Inc.

  • $215 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-75.5K
- 72.93%
$36.02 - $41.68 $2.72M - $3.15M
28K $1.16M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-8.51K
- 23.25%
$25.19 - $26.39 $214K - $225K
28.1K $738K
MSFT
Microsoft Corp

Technology
-313
- 13.34%
$395.15 - $467.56 $124K - $146K
2.03K $874K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-318
- 8.4%
$434.77 - $502.96 $138K - $160K
3.47K $1.69M
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
-4.85K
- 5.89%
$44.55 - $48.12 $216K - $233K
77.5K $3.55M
AMZN
Amazon Com Inc

Consumer Cyclical
-276
- 3.97%
$161.02 - $200.0 $44.4K - $55.2K
6.68K $1.24M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-1.45K
- 26.45%
$59.61 - $60.15 $86.4K - $87.2K
4.03K $241K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-1.07K
- 23.16%
$110.06 - $128.44 $117K - $137K
3.54K $449K
XLE
Energy Sector Spdr

ETFs
-237
- 1.59%
$84.35 - $93.39 $20K - $22.1K
14.7K $1.29M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-183
- 19.74%
$386.81 - $423.12 $70.8K - $77.4K
744 $314K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.1K
- 7.9%
$71.45 - $75.64 $78.6K - $83.2K
12.8K $963K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-116
- 0.32%
$85.84 - $85.84 $9.96K - $9.96K
36.2K $3.11M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-2.79K
- 5.82%
$27.8 - $29.26 $77.7K - $81.8K
45.2K $1.31M
DNL
Wiswisdomtree Tr

ETFs
-1.23K
- 2.16%
$36.65 - $40.81 $45.2K - $50.4K
55.9K $2.2M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
-2.03K
- 11.42%
$46.13 - $52.38 $93.7K - $106K
15.8K $812K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-1.85K
- 6.93%
$42.87 - $45.76 $79.3K - $84.6K
24.8K $1.12M
VDE
Vanguard Energy ETF

ETFs
-78
- 2.76%
$117.44 - $131.06 $9.16K - $10.2K
2.75K $336K
VCIT
Vanguard Intermediate Term Cor

ETFs
-718
- 6.44%
$79.29 - $84.02 $56.9K - $60.3K
10.4K $873K
LEAD
Siren Divcon Leaders Dividend

ETFs
-893
- 11.0%
$62.93 - $69.43 $56.2K - $62K
7.22K $500K
VIG
Vanguard Dividend Appreciation

ETFs
-67
- 1.04%
$182.15 - $182.15 $12.2K - $12.2K
6.38K $1.16M
CVX
Chevron Corp

Energy
-4
- 0.28%
$137.88 - $161.97 $552 - $648
1.42K $209K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-944
- 16.82%
$39.95 - $45.86 $37.7K - $43.3K
4.67K $213K
VEA
Vanguard Ftse Developed Market

ETFs
-570
- 10.16%
$47.6 - $53.31 $27.1K - $30.4K
5.04K $266K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-87
- 1.38%
$44.66 - $49.15 $3.89K - $4.28K
6.21K $292K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-1.03K
- 4.87%
$23.04 - $24.06 $23.7K - $24.8K
20.1K $483K
IWM
Ishares Russell 2000 ETF

ETFs
-155
- 10.79%
$200.87 - $224.6 $31.1K - $34.8K
1.28K $283K
IEMG
Ishares Inc

ETFs
-97
- 1.73%
$53.64 - $53.64 $5.2K - $5.2K
5.51K $295K
MBB
Ishares Tr

ETFs
-108
- 4.38%
$90.85 - $96.66 $9.81K - $10.4K
2.36K $225K
RNDV
First Tr Vi Us Equity Divid Se
-3.09K
- 10.06%
N/A
27.6K $0
EWRE
Invesco S&P 500 Equal Weight R

ETFs
-1.33K
- 5.74%
N/A
21.8K $0
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
-153
- 0.51%
$14.16 - $14.47 $2.17K - $2.21K
30K $431K
CIF
Mfs Intermediate High Income Fund

Financial Services
-917
- 2.75%
$1.7 - $1.8 $1.56K - $1.65K
32.4K $57K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-142
- 5.72%
$80.13 - $88.89 $11.4K - $12.6K
2.34K $206K
EAD
Allspring Income Opportunities Fund

Financial Services
-288
- 1.7%
$6.65 - $7.13 $1.92K - $2.05K
16.6K $118K
VGT
Vanguard Information Technolog

ETFs
-6
- 0.62%
$514.43 - $606.85 $3.09K - $3.64K
956 $560K
PBUS
Invesco ETF Tr Ii Purebeta Msc

ETFs
-122
- 2.72%
$51.71 - $57.4 $6.31K - $7K
4.37K $250K
PHT
Pioneer High Income Fund, Inc.

Financial Services
-248
- 1.42%
$7.5 - $8.02 $1.86K - $1.99K
17.2K $137K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-12
- 0.7%
$116.79 - $133.54 $1.4K - $1.6K
1.71K $225K
HYLS
First Tr Tactical High Yield L

ETFs
-75
- 0.95%
$40.54 - $42.23 $3.04K - $3.17K
7.85K $329K
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
-148
- 1.26%
$13.08 - $14.19 $1.94K - $2.1K
11.6K $164K
DVYE
Ishares Emerging Markets Divid

ETFs
-301
- 2.51%
$25.71 - $29.05 $7.74K - $8.74K
11.7K $335K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-8
- 0.55%
$175.46 - $203.3 $1.4K - $1.63K
1.46K $295K
PG
Procter & Gamble CO

Consumer Defensive
-10
- 0.65%
$160.76 - $177.82 $1.61K - $1.78K
1.54K $266K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-66
- 2.5%
$105.53 - $118.34 $6.96K - $7.81K
2.58K $301K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-234
- 2.66%
$57.32 - $62.65 $13.4K - $14.7K
8.57K $534K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-66
- 1.05%
$38.89 - $42.97 $2.57K - $2.84K
6.25K $267K
BJAN
Innovator U.S. Equity Buffer E

ETFs
-11
- 0.08%
$43.63 - $46.56 $480 - $512
13.9K $645K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-132
- 2.0%
$66.31 - $74.08 $8.75K - $9.78K
6.48K $475K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-32
- 2.19%
$475.2 - $527.7 $15.2K - $16.9K
1.43K $752K
Activity Summary
Buys All Purchases 67 New Holdings 7 Increased Positions 60 Sells All Sells 80 Reductions 80 Sold out 0 Options Calls 0 Puts 0
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