Collaborative Wealth Managment Inc. Sells in Q2 2025

Collaborative Wealth Managment Inc.

  • $222 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-50.3K
- 12.11%
$18.11 - $18.97 $910K - $953K
365K $6.86M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-27.2K
- 8.25%
$21.55 - $22.2 $586K - $604K
303K $6.69M
USFR
Wisdomtree Floating Rate Treas

ETFs
-11.2K
- 8.07%
$50.28 - $50.47 $562K - $564K
127K $6.41M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
-25K
- 11.58%
$21.37 - $22.67 $535K - $567K
191K $4.31M
AAPL
Apple Inc.

Technology
-83
- 0.35%
$172.42 - $223.89 $14.3K - $18.6K
23.6K $4.84M
XLU
Utilities Sector Spdr

ETFs
-4.47K
- 13.74%
$73.09 - $82.77 $326K - $370K
28.1K $2.29M
MCD
Mcdonalds Corp

Consumer Cyclical
-9
- 0.08%
$285.55 - $321.23 $2.57K - $2.89K
11K $3.2M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-13.7K
- 10.64%
$14.97 - $16.79 $205K - $230K
115K $1.92M
FDL
First Tr Morningstar Dividend

ETFs
-2.97K
- 5.15%
$38.19 - $43.19 $113K - $128K
54.7K $2.29M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-4.89K
- 23.76%
$42.72 - $44.24 $209K - $216K
15.7K $688K
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
-4.46K
- 6.51%
N/A
64.1K $2.94M
DIAL
Columbia ETF Tr I Diversified

ETFs
-11.7K
- 25.42%
$17.43 - $18.21 $203K - $212K
34.2K $622K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-3.4K
- 10.39%
$37.08 - $42.26 $126K - $144K
29.3K $1.21M
XLE
Energy Sector Spdr

ETFs
-53
- 0.32%
$76.44 - $94.13 $4.05K - $4.99K
16.3K $1.38M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-2K
- 6.12%
$45.3 - $50.64 $90.5K - $101K
30.6K $1.5M
XLK
Technology Sector Spdr

ETFs
-1.22K
- 34.3%
$179.73 - $253.23 $219K - $309K
2.34K $591K
VIG
Vanguard Dividend Appreciation

ETFs
-667
- 10.36%
N/A
5.77K $1.05M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-3.8K
- 17.71%
$29.07 - $29.38 $111K - $112K
17.7K $517K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-3.75K
- 20.37%
$25.57 - $26.34 $95.9K - $98.8K
14.7K $382K
EMCB
Wisdomtree Emerging Mrkts Corp

ETFs
-1.65K
- 5.14%
$63.02 - $65.94 $104K - $109K
30.4K $2M
HDV
Ishares Core High Dividend ETF

ETFs
-328
- 3.26%
$108.41 - $120.51 $35.6K - $39.5K
9.73K $1.14M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-1.21K
- 31.62%
$101.69 - $139.02 $123K - $168K
2.62K $364K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
-1.47K
- 10.85%
$40.64 - $47.27 $59.9K - $69.7K
12.1K $563K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-1.07K
- 13.46%
$70.7 - $82.14 $75.9K - $88.1K
6.9K $566K
XLI
Industrial Sector Spdr

ETFs
-1.04K
- 19.18%
$116.42 - $147.52 $121K - $153K
4.37K $645K
AFL
Aflac Inc

Financial Services
-292
- 5.18%
$99.77 - $112.45 $29.1K - $32.8K
5.34K $563K
EPD
Enterprise Products Partners L.P.

Energy
-22
- 0.13%
$28.95 - $34.22 $637 - $753
17.6K $544K
SRLN
Ssga Active Trust

ETFs
-1.34K
- 12.07%
$39.47 - $41.59 $52.7K - $55.6K
9.73K $404K
VDE
Vanguard Energy ETF

ETFs
-197
- 7.74%
$105.87 - $130.56 $20.9K - $25.7K
2.35K $279K
UPS
United Parcel Service Inc

Industrials
-71
- 1.65%
$91.92 - $110.2 $6.53K - $7.82K
4.24K $427K
VHT
Vanguard Health Care ETF

ETFs
-58
- 3.06%
$236.71 - $261.92 $13.7K - $15.2K
1.84K $456K
MUB
Ishares National Muni Bond ETF

ETFs
-373
- 8.9%
$102.31 - $105.8 $38.2K - $39.5K
3.82K $399K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-636
- 5.94%
$114.78 - $133.31 $73K - $84.8K
10.1K $1.34M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-1K
- 4.67%
$43.28 - $50.37 $43.4K - $50.5K
20.4K $1.02M
CION
Cion Investment Corp

Financial Services
-1.73K
- 8.17%
$8.68 - $10.48 $15K - $18.1K
19.4K $185K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-419
- 7.21%
$72.02 - $73.82 $30.2K - $30.9K
5.39K $396K
FTCS
First Trust Capital Strength E

ETFs
-373
- 7.8%
$81.6 - $92.39 $30.4K - $34.5K
4.41K $400K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-767
- 6.19%
$28.02 - $32.37 $21.5K - $24.8K
11.6K $368K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
-635
- 2.08%
$12.71 - $14.52 $8.07K - $9.22K
29.8K $414K
MGV
Vanguard Mega Cap Value

ETFs
-272
- 4.76%
$114.87 - $131.25 $31.2K - $35.7K
5.45K $714K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-460
- 3.5%
$39.34 - $40.41 $18.1K - $18.6K
12.7K $508K
VOE
Vanguard Mid Cap Value Index F

ETFs
-213
- 5.48%
$141.87 - $164.49 $30.2K - $35K
3.67K $603K
VONV
Vanguard Russell 1000 Value Et

ETFs
-370
- 7.53%
$73.19 - $85.21 $27.1K - $31.5K
4.54K $387K
VBR
Vanguard Small Cap Value ETF

ETFs
-217
- 7.49%
$162.76 - $195.77 $35.3K - $42.5K
2.68K $523K
VCIT
Vanguard Intermediate Term Cor

ETFs
-279
- 5.07%
$79.56 - $82.92 $22.2K - $23.1K
5.23K $433K
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
-547
- 5.15%
$11.76 - $13.64 $6.43K - $7.46K
10.1K $127K
VFH
Vanguard Financial ETF

ETFs
-312
- 10.43%
$104.87 - $127.3 $32.7K - $39.7K
2.68K $341K
GOOG
Alphabet Inc.

Communication Services
-255
- 16.93%
$146.58 - $180.01 $37.4K - $45.9K
1.25K $221K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-817
- 4.32%
$22.4 - $23.8 $18.3K - $19.4K
18.1K $430K
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
Track This Portfolio

Track Collaborative Wealth Managment Inc. Portfolio

Follow Collaborative Wealth Managment Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Collaborative Wealth Managment Inc., based on Form 13F filings with the SEC.

News

Stay updated on Collaborative Wealth Managment Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email