Comprehensive Wealth Management, LLC Purchases in Q3 2025

Comprehensive Wealth Management, LLC

  • $128 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
19.7K
+ 36.81%
$82.22 - $96.68 $1.62M - $1.91M
73.3K $7.08M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
62.8K
+ 57.43%
$37.98 - $39.81 $2.39M - $2.5M
172K $6.69M
XLK
Technology Sector Spdr

ETFs
5K
+ 21.38%
$250.97 - $282.66 $1.26M - $1.41M
28.4K $8M
VT
Vanguard Total World Stk Index

ETFs
8.95K
+ 42.59%
$128.41 - $138.03 $1.15M - $1.24M
30K $4.13M
LKOR
Flexshares Cr Scored Us Long C

ETFs
23.3K
+ 62.14%
$41.32 - $43.96 $961K - $1.02M
60.7K $2.64M
XLF
Financial Sector Spdr

ETFs
16.2K
+ 26.95%
$51.37 - $54.25 $833K - $880K
76.4K $4.12M
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
17.3K
+ 24.22%
$35.04 - $37.72 $608K - $654K
89K $3.35M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
25K
+ 66.71%
$28.95 - $29.73 $724K - $744K
62.5K $1.86M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
14.5K
+ 26.82%
$50.85 - $51.35 $738K - $745K
68.6K $3.51M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.69K
+ 23.69%
$225.11 - $247.9 $379K - $418K
8.8K $2.17M
HEZU
Ishares Currency Hedged Msci E

ETFs
8.83K
+ 33.82%
$39.55 - $42.16 $349K - $372K
34.9K $1.47M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
2.44K
+ 29.01%
$128.6 - $136.01 $314K - $332K
10.9K $1.47M
WTMF
Wisdomtree Tr Managed Futures

ETFs
9.24K
+ 71.22%
$35.27 - $37.96 $326K - $351K
22.2K $841K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
16K
+ 52.16%
$24.02 - $24.28 $385K - $389K
46.7K $1.12M
SCHR
Schwab Intermediate Term Us Tr

ETFs
14.6K
+ 56.16%
$24.69 - $25.26 $361K - $369K
40.7K $1.02M
USTB
Victory Portfolios Ii Victorys

ETFs
7.15K
+ 80.53%
$50.54 - $51.1 $361K - $365K
16K $816K
XLV
Select Sector Spdr Fund Health

ETFs
2.01K
+ 27.41%
$129.01 - $139.72 $259K - $281K
9.34K $1.3M
IYK
Ishares U.S. Consumer Staples

ETFs
4.39K
+ 37.93%
$67.65 - $71.68 $297K - $315K
16K $1.09M
REZ
Ishares Tr Residential And Mul

ETFs
2.92K
+ 36.99%
$81.06 - $85.23 $237K - $249K
10.8K $919K
REET
Ishares Global Reit ETF

ETFs
9.38K
+ 35.75%
$24.45 - $25.91 $229K - $243K
35.6K $910K
BOUT
Innovator Etfs Tr Ibd Breakout

ETFs
3.98K
+ 60.54%
$36.22 - $39.63 $144K - $158K
10.5K $410K
MSFT
Microsoft Corp

Technology
129
+ 2.77%
$491.09 - $535.64 $63.4K - $69.1K
4.79K $2.48M
RGI
Invesco S&P 500 Equal Weight I

ETFs
7.93K
+ 24.38%
N/A
40.5K $0
Guinness Atkinson Fds
130K
+ 45.39%
N/A
416K $0
UTES
Virtus Reaves Utilities ETF
3.63K
+ 21.5%
N/A
20.5K $0
Capitol Ser Tr
16.4K
+ 57.89%
N/A
44.7K $0
Activity Summary
Buys All Purchases 27 New Holdings 0 Increased Positions 27 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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