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
OKE
Oneok Inc

Energy
-328
- 10.27%
$89.57 - $109.85 $29.4K - $36K
2.87K $284K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-1.19K
- 8.31%
$38.99 - $40.37 $46.5K - $48.1K
13.2K $529K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-577
- 6.75%
$76.77 - $82.22 $44.3K - $47.4K
7.97K $632K
SRLN
Ssga Active Trust

ETFs
-522
- 4.51%
$41.02 - $41.99 $21.4K - $21.9K
11.1K $455K
DNL
Wiswisdomtree Tr

ETFs
-244
- 0.44%
$35.56 - $38.21 $8.68K - $9.32K
55.5K $1.98M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-325
- 11.23%
$97.38 - $104.52 $31.6K - $34K
2.57K $262K
XLC
Select Sector Spdr Tr Communic

ETFs
-254
- 10.23%
$94.84 - $105.31 $24.1K - $26.7K
2.23K $215K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-380
- 9.43%
$59.78 - $60.03 $22.7K - $22.8K
3.65K $218K
PMO
Putnam Municipal Opportunities Trust

Financial Services
-1.92K
- 12.56%
$9.96 - $10.76 $19.2K - $20.7K
13.4K $136K
HYD
Vaneck High Yield Muni ETF

ETFs
-225
- 4.79%
$50.79 - $52.53 $11.4K - $11.8K
4.47K $228K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.3K
- 3.36%
$27.01 - $28.54 $35K - $37K
37.3K $1.04M
XLV
Select Sector Spdr Fund Health

ETFs
-309
- 7.67%
$137.61 - $149.68 $42.5K - $46.3K
3.72K $543K
VFH
Vanguard Financial ETF

ETFs
-100
- 3.23%
$114.07 - $127.34 $11.4K - $12.7K
2.99K $357K
T
At&T Inc.

Communication Services
-2.43K
- 21.53%
$21.56 - $28.28 $52.4K - $68.7K
8.86K $250K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-249
- 1.3%
$23.32 - $23.84 $5.81K - $5.94K
18.9K $443K
VTV
Vanguard Value ETF

ETFs
-70
- 3.86%
$167.73 - $179.21 $11.7K - $12.5K
1.74K $301K
HYLS
First Tr Tactical High Yield L

ETFs
-76
- 0.97%
$40.95 - $41.77 $3.11K - $3.17K
7.78K $319K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-587
- 1.84%
$32.5 - $33.3 $19.1K - $19.5K
31.3K $1.04M
Morgan Stanley ETF Trust
-282
- 6.49%
N/A
4.06K $0
Simplify Exchange Traded Fun
-924
- 7.8%
N/A
10.9K $0
AVGE
American Centy ETF Tr Avantis
-919
- 2.83%
N/A
31.5K $0
RNDV
First Tr Vi Us Equity Divid Se
-1.36K
- 5.19%
N/A
24.9K $0
EWRE
Invesco S&P 500 Equal Weight R

ETFs
-418
- 1.98%
N/A
20.7K $0
IJAN
Innovator Etfs Tr Intl Dev Pwr
-653
- 9.29%
N/A
6.38K $0
FTCS
First Trust Capital Strength E

ETFs
-85
- 1.75%
$86.39 - $91.35 $7.34K - $7.76K
4.78K $428K
GLD
Spdr Gold Trust

ETFs
-136
- 13.93%
$243.19 - $288.14 $33.1K - $39.2K
840 $242K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-111
- 0.75%
$24.73 - $25.62 $2.75K - $2.84K
14.7K $376K
VHT
Vanguard Health Care ETF

ETFs
-40
- 2.07%
$254.06 - $273.83 $10.2K - $11K
1.9K $501K
AFL
Aflac Inc

Financial Services
-311
- 5.23%
$100.99 - $111.19 $31.4K - $34.6K
5.63K $626K
XLU
Utilities Sector Spdr

ETFs
-1.09K
- 3.25%
$74.7 - $80.27 $81.5K - $87.6K
32.5K $2.56M
HDV
Ishares Core High Dividend ETF

ETFs
-568
- 5.35%
$110.86 - $121.12 $63K - $68.8K
10.1K $1.22M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-32
- 3.3%
$442.66 - $534.52 $14.2K - $17.1K
938 $499K
FDL
First Tr Morningstar Dividend

ETFs
-97
- 0.17%
$39.69 - $43.83 $3.85K - $4.25K
57.6K $2.5M
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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