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
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-56
- 9.12%
$376.48 - $440.65 $21.1K - $24.7K
558 $245K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-13
- 0.27%
$38.81 - $44.28 $505 - $576
4.74K $201K
DHY
Credit Suisse High Yield Bond Fund

Financial Services
-3.67K
- 3.2%
$1.9 - $2.13 $6.97K - $7.81K
111K $236K
CIF
Mfs Intermediate High Income Fund

Financial Services
-3.96K
- 12.21%
$1.54 - $1.74 $6.1K - $6.89K
28.5K $49K
EAD
Allspring Income Opportunities Fund

Financial Services
-1.19K
- 7.18%
$6.11 - $7.06 $7.3K - $8.43K
15.4K $109K
PHT
Pioneer High Income Fund, Inc.

Financial Services
-1.02K
- 5.94%
$7.06 - $8.09 $7.22K - $8.28K
16.2K $131K
EWRE
Invesco S&P 500 Equal Weight R

ETFs
-3.82K
- 18.4%
N/A
16.9K $0
Morgan Stanley ETF Trust
-651
- 12.88%
N/A
4.4K $0
RNDV
First Tr Vi Us Equity Divid Se
-4.15K
- 16.7%
N/A
20.7K $0
Morgan Stanley ETF Trust
-473
- 11.64%
N/A
3.59K $0
QYLG
Global X Fds Nasdaq 100 Covere

ETFs
-824
- 7.25%
$22.98 - $27.84 $18.9K - $22.9K
10.5K $293K
T
At&T Inc.

Communication Services
-147
- 1.66%
$26.33 - $28.94 $3.87K - $4.25K
8.71K $252K
QCOM
Qualcomm Inc

Technology
-17
- 1.2%
$124.66 - $159.48 $2.12K - $2.71K
1.4K $222K
PBUS
Invesco ETF Tr Ii Purebeta Msc

ETFs
-300
- 6.9%
$49.79 - $62.18 $14.9K - $18.7K
4.05K $251K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-319
- 4.86%
$65.84 - $80.81 $21K - $25.8K
6.25K $500K
VEA
Vanguard Ftse Developed Market

ETFs
-113
- 2.28%
$45.65 - $57.01 $5.16K - $6.44K
4.84K $275K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-165
- 1.56%
$71.28 - $83.74 $11.8K - $13.8K
10.4K $872K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-77
- 1.1%
$59.24 - $71.39 $4.56K - $5.5K
6.95K $495K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-76
- 5.21%
$456.74 - $568.03 $34.7K - $43.2K
1.38K $786K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-28
- 2.49%
$180.84 - $240.32 $5.06K - $6.73K
1.1K $263K
WMT
Walmart Inc.

Consumer Defensive
-21
- 0.48%
$81.79 - $99.98 $1.72K - $2.1K
4.33K $423K
LEAD
Siren Divcon Leaders Dividend

ETFs
-23
- 0.36%
$58.37 - $71.85 $1.34K - $1.65K
6.38K $458K
VT
Vanguard Total World Stk Index

ETFs
-31
- 0.75%
$103.16 - $128.52 $3.2K - $3.98K
4.12K $528K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-1.13K
- 19.69%
$40.51 - $71.03 $45.6K - $80K
4.59K $322K
DIS
Walt Disney CO

Communication Services
-25
- 1.06%
$81.72 - $124.01 $2.04K - $3.1K
2.34K $289K
BMAY
Innovator U.S. Equity Buffer E

ETFs
-790
- 1.91%
$36.09 - $42.2 $28.5K - $33.3K
40.5K $1.71M
META
Meta Platforms, Inc.

Communication Services
-1
- 0.21%
$484.66 - $738.09 $485 - $738
465 $343K
AMZN
Amazon Com Inc

Consumer Cyclical
-20
- 0.32%
$167.32 - $223.3 $3.35K - $4.47K
6.22K $1.36M
DNL
Wiswisdomtree Tr

ETFs
-1.62K
- 2.92%
$32.16 - $40.27 $52K - $65.1K
53.8K $2.17M
VTI
Vanguard Total Stock Market Et

ETFs
-1
- 0.01%
$243.75 - $303.93 $244 - $304
7.07K $2.15M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-20
- 0.71%
$416.06 - $551.64 $8.32K - $11K
2.79K $1.54M
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
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