Cwm, LLC New Holdings in Q2 2025

Cwm, LLC

  • $28.4 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Wedbush Ser Tr
500
New
N/A
500 $14K
BHK
Blackrock Core Bond Trust

Financial Services
1.4K
New
$9.5 - $11.0 $13.3K - $15.4K
1.4K $14K
Morgan Stanley Pathway Fds
278
New
N/A
278 $14K
SRAD
Sportradar Group Ag

Technology
483
New
$20.32 - $28.08 $9.81K - $13.6K
483 $14K
HYI
Western Asset High Yield Defined Opportunity Fund Inc.

Financial Services
1.15K
New
$11.34 - $11.98 $13K - $13.8K
1.15K $14K
AFLG
First Tr Exchange Traded Fd Vi
357
New
N/A
357 $13K
AINV
Apollo Investment Corp

Financial Services
1.05K
New
N/A
1.05K $13K
VSDA
Victory Portfolios Ii Victorys

ETFs
232
New
$46.15 - $51.89 $10.7K - $12K
232 $12K
CMBS
Ishares Cmbs ETF

ETFs
256
New
$47.54 - $48.72 $12.2K - $12.5K
256 $12K
First Tr Exchng Traded Fd Vi
440
New
N/A
440 $11K
Innovator Etfs Trust
400
New
N/A
400 $10K
FAAR
First Trust Vii Alternative Ab

ETFs
370
New
$25.68 - $29.03 $9.5K - $10.7K
370 $10K
EMBD
Global X Fds Emerging Mkts Bd

ETFs
434
New
$22.1 - $23.32 $9.59K - $10.1K
434 $10K
Kulr Technology Group Inc
1.28K
New
N/A
1.28K $9K
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
241
New
$36.2 - $38.97 $8.72K - $9.39K
241 $9K
Capital Group Equity ETF Tr
299
New
N/A
299 $8K
USMC
Principal ETF U S Mega Cap

ETFs
132
New
$50.94 - $62.56 $6.72K - $8.26K
132 $8K
CQP
Cheniere Energy Partners, L.P.

Energy
134
New
$54.61 - $68.04 $7.32K - $9.12K
134 $8K
FDIG
Fidelity Covington Tr Crypto I

ETFs
206
New
$21.38 - $35.6 $4.4K - $7.33K
206 $7K
Invesco Actively Managed Exc
134
New
N/A
134 $7K
Roundhill ETF Trust
205
New
N/A
205 $7K
Invesco Actively Managed Exc
133
New
N/A
133 $7K
Invesco Actively Managed Exc
128
New
N/A
128 $7K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
278
New
$24.96 - $25.5 $6.94K - $7.09K
278 $7K
FDEM
Fidelity Emerging Markets Mult
253
New
N/A
253 $7K
Costamare Bulkers Hldgs LTD
796
New
N/A
796 $7K
SDEF
Tidal ETF Tr Sound Enhanced Fi
414
New
N/A
414 $7K
MVF
Blackrock Munivest Fund, Inc.

Financial Services
966
New
$6.54 - $7.1 $6.32K - $6.86K
966 $6K
Or Royalties Inc.
225
New
N/A
225 $6K
FLIA
Franklin Templeton ETF Tr Libe

ETFs
281
New
$20.21 - $20.59 $5.68K - $5.79K
281 $6K
Rapt Therapeutics Inc
702
New
N/A
702 $6K
Anteris Technologies Global
1.56K
New
N/A
1.56K $6K
FPRO
Fidelity Covington Tr

ETFs
249
New
$20.23 - $23.12 $5.04K - $5.76K
249 $6K
Gen Digital Inc
596
New
N/A
596 $5K
Principal Exchange Traded Fd
163
New
N/A
163 $5K
AVGE
American Centy ETF Tr Avantis
59
New
N/A
59 $5K
ALLT
Allot Ltd.

Technology
609
New
$4.71 - $9.58 $2.87K - $5.83K
609 $5K
X4 Pharmaceuticals Inc
2.41K
New
N/A
2.41K $5K
ETF Opportunities Trust
206
New
N/A
206 $5K
Tidal Tr Ii
810
New
N/A
810 $5K
Series Portfolios Tr
197
New
N/A
197 $5K
BSEP
Innovator U.S. Equity Buffer E

ETFs
110
New
$38.32 - $45.16 $4.22K - $4.97K
110 $5K
Lightbridge Corp
299
New
N/A
299 $4K
Caris Life Sciences Inc
150
New
N/A
150 $4K
Oatly Group Ab
300
New
N/A
300 $4K
Servicetitan Inc
37
New
N/A
37 $4K
Amrize LTD
71
New
N/A
71 $4K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
107
New
$37.87 - $42.54 $4.05K - $4.55K
107 $4K
RLY
Ssga Active ETF Tr

ETFs
147
New
$25.82 - $29.59 $3.8K - $4.35K
147 $4K
Activity Summary
Buys All Purchases 3050 New Holdings 222 Increased Positions 2828 Sells All Sells 1559 Reductions 1559 Sold out 0 Options Calls 2 Puts 1
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