Cwm, LLC Reduced Holdings in Q3 2025

Cwm, LLC

  • $33.3 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
First Tr Exchng Traded Fd Vi
-6
- 0.53%
N/A
1.13K $41K
FLXS
Flexsteel Industries Inc

Consumer Cyclical
-16
- 13.91%
$32.88 - $51.74 $526 - $828
99 $5K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
-732
- 4.05%
$81.55 - $85.33 $59.7K - $62.5K
17.4K $1.48M
RWL
Invesco Exchange Traded Fd Tr

ETFs
-154
- 5.33%
$102.17 - $110.66 $15.7K - $17K
2.73K $302K
IAI
Ishares Tr Us Broker Dealers &

ETFs
-1
- 1.11%
$168.93 - $178.7 $169 - $179
89 $16K
JHEM
John Hancock Exchange Traded

ETFs
-471
- 7.0%
$29.05 - $31.71 $13.7K - $14.9K
6.26K $198K
BZ
Kanzhun LTD

Industrials
-84
- 14.58%
$17.5 - $24.91 $1.47K - $2.09K
492 $11K
NKTX
Nkarta, Inc.

Healthcare
-6.25K
- 17.97%
$1.67 - $2.37 $10.4K - $14.8K
28.5K $59K
NVAX
Novavax Inc

Healthcare
-394
- 21.86%
$6.56 - $9.71 $2.58K - $3.83K
1.41K $12K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-18
- 0.22%
$46.67 - $49.54 $840 - $892
7.98K $389K
OXLC
Oxford Lane Capital Corp.

Financial Services
-243
- 69.63%
$3.24 - $17.75 $787 - $4.31K
106 $2K
RVLV
Revolve Group, Inc.

Consumer Cyclical
-54
- 2.37%
$19.09 - $24.09 $1.03K - $1.3K
2.22K $47K
T Rowe Price ETF Inc
-518
- 6.23%
N/A
7.8K $274K
USO
United States Oil Fund, LP

ETFs
-1
- 0.09%
$72.3 - $81.04 $72.3 - $81
1.09K $81K
CFO
Victory Portfolios Ii Shs Us 5

ETFs
-4
- 0.5%
$70.96 - $73.96 $284 - $296
792 $58K
VPG
Vishay Precision Group, Inc.

Technology
-56
- 8.76%
$25.8 - $33.17 $1.44K - $1.86K
583 $19K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
-254
- 2.98%
$8.8 - $9.5 $2.24K - $2.41K
8.28K $78K
Amplify ETF Tr
-12
- 10.53%
N/A
102 $4K
Choiceone Finl Svcs Inc
-22
- 0.27%
N/A
8.2K $238K
First Tr Exchng Traded Fd Vi
-6
- 0.28%
N/A
2.14K $84K
First Tr Exchng Traded Fd Vi
-10
- 0.3%
N/A
3.37K $109K
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
-69
- 2.99%
$29.18 - $31.13 $2.01K - $2.15K
2.24K $70K
FRHC
Freedom Holding Corp.

Financial Services
-5
- 4.17%
$139.45 - $190.14 $697 - $951
115 $20K
DBE
Invesco Db Energy Fund

ETFs
-46
- 0.66%
$18.5 - $20.04 $851 - $922
6.92K $132K
PDN
Invesco Fd Tr

ETFs
-35
- 1.9%
$38.58 - $41.85 $1.35K - $1.46K
1.81K $74K
JPUS
Jpmorgan Diversified Return Us

ETFs
-28
- 2.81%
$117.71 - $125.02 $3.3K - $3.5K
967 $120K
JD
Jd.Com, Inc.

Consumer Cyclical
-112
- 4.08%
$30.39 - $35.64 $3.4K - $3.99K
2.63K $92K
MAC
Macerich CO

Real Estate
-48
- 3.24%
$16.01 - $18.75 $768 - $900
1.43K $26K
NVMI
Nova Ltd.

Technology
-10
- 7.75%
$237.16 - $319.66 $2.37K - $3.2K
119 $38K
OTTR
Otter Tail Corp

Utilities
-602
- 5.78%
$75.29 - $85.97 $45.3K - $51.8K
9.82K $805K
Solid Biosciences Inc
-952
- 17.53%
N/A
4.48K $28K
LAB
Standard Biotools Inc.

Healthcare
-1.53K
- 4.75%
$1.2 - $1.47 $1.83K - $2.24K
30.6K $40K
Taylor Devices Inc
-10
- 1.91%
N/A
514 $25K
WULF
Terawulf Inc.

Financial Services
-2.32K
- 58.2%
$4.63 - $11.7 $10.7K - $27.1K
1.67K $19K
IHDG
Wisdomtree Tr

ETFs
-47
- 1.08%
$43.81 - $46.31 $2.06K - $2.18K
4.29K $198K
AGD
Aberdeen Global Dynamic Dividend Fund

Financial Services
-160
- 6.81%
$11.05 - $13.31 $1.77K - $2.13K
2.19K $29K
AIP
Arteris, Inc.

Technology
-232
- 2.26%
$8.59 - $13.0 $1.99K - $3.02K
10K $101K
ASPN
Aspen Aerogels Inc

Industrials
-821
- 9.87%
$6.0 - $8.26 $4.93K - $6.78K
7.5K $52K
Columbia ETF Tr I
-6
- 0.36%
N/A
1.64K $77K
Core Natural Resources Inc
-2
- 0.85%
N/A
232 $19K
First Tr Exchng Traded Fd Vi
-20
- 0.7%
N/A
2.84K $114K
HMY
Harmony Gold Mining CO LTD

Basic Materials
-126
- 10.4%
$12.61 - $18.25 $1.59K - $2.3K
1.09K $20K
HOV
Hovnanian Enterprises Inc

Consumer Cyclical
-6
- 3.9%
$107.14 - $156.16 $643 - $937
148 $19K
LQDA
Liquidia Corp

Healthcare
-89
- 21.14%
$12.06 - $28.85 $1.07K - $2.57K
332 $8K
Mbx Biosciences Inc
-418
- 23.2%
N/A
1.38K $24K
PHAT
Phathom Pharmaceuticals, Inc.

Healthcare
-125
- 5.97%
$7.83 - $12.89 $979 - $1.61K
1.97K $23K
POOL
Pool Corp

Industrials
-32
- 4.73%
$292.13 - $333.62 $9.35K - $10.7K
644 $200K
PSC
Principal ETF U.S. Small Cap M

ETFs
-75
- 3.85%
$51.93 - $57.81 $3.89K - $4.34K
1.88K $107K
PY
Principal Exchange Traded Fund

ETFs
-26
- 1.8%
$49.34 - $52.49 $1.28K - $1.36K
1.42K $74K
Activity Summary
Buys All Purchases 3475 New Holdings 426 Increased Positions 3049 Sells All Sells 1492 Reductions 1491 Sold out 1 Options Calls 3 Puts 4
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