J.W. Cole Advisors, Inc. ETFs

J.W. Cole Advisors, Inc.

$3.14 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
TLT Ishares Barclays 20+ Year Trea	$0	$570,000 0.02% of portfolio	6,271	Q1 2025 Added 123.96%
IXN Ishares Global Information Tec	$0	$568,000 0.02% of portfolio	7,501	Q1 2025 Added 68.15%
SCHX Schwab Strategic Tr Us Large C	$0	$565,000 0.02% of portfolio	25,632	Q1 2025 Reduced 62.81%
LGLV Spdr Ssga Us Large Cap Low Vol	$0	$564,000 0.02% of portfolio	3,243	Q1 2025 Reduced 2.11%
SLYV Spdr S&P 600 Small Cap Value E	$0	$562,000 0.02% of portfolio	7,178	Q1 2025 Reduced 5.99%
SPYD Spdr Portfolio S&P 500 High Di	$0	$561,000 0.02% of portfolio	12,678	Q1 2025 New
DON Wisdomtree Tr U.S. Midcap Divi	$0	$560,000 0.02% of portfolio	11,320	Q1 2025 Reduced 29.04%
XMHQ Invesco Exchange Traded Fd Tr	$0	$553,000 0.02% of portfolio	6,049	Q1 2025 Reduced 68.71%
XSMO Invesco S&P Smallcap Momentum	$0	$541,000 0.02% of portfolio	8,629	Q1 2025 Added 43.12%
JAVA Jp Morgan ETF Fd Tr Active Val	$0	$538,000 0.02% of portfolio	8,481	Q1 2025 Added 66.85%
VIGI Vanguard Whitehall Fds Intl Di	$0	$537,000 0.02% of portfolio	6,484	Q1 2025 Reduced 55.97%
ACWV Ishares Msci Global Min Vol Fa	$0	$520,000 0.02% of portfolio	4,475	Q1 2025 Reduced 41.59%
SPEM Spdr Ser Tr Fds Spdr Portfolio	$0	$518,000 0.02% of portfolio	13,170	Q1 2025 New
PFLD ETF Ser Solutions Aam Low Dura	$0	$516,000 0.02% of portfolio	25,574	Q1 2025 New
FTGC First Trust Global Tactical CO	$0	$515,000 0.02% of portfolio	20,187	Q1 2025 Added 18.03%
GBTC Grayscale Bitcoin Trust (Btc)	$58B	$513,000 0.02% of portfolio	7,883	Q1 2025 Added 17.22%
MDYG Spdr S&P 400 Mid Cap Growth Et	$0	$505,000 0.02% of portfolio	6,365	Q1 2025 Reduced 53.3%
SCHA Schwab Strategic Tr Us Small C	$0	$504,000 0.02% of portfolio	21,553	Q1 2025 Reduced 10.48%
PZA Invesco ETF Tr Ii Natl Amt Fre	$0	$501,000 0.02% of portfolio	21,760	Q1 2025 New
SCHF Schwab Strategic Tr Intl Eqty	$0	$495,000 0.02% of portfolio	25,044	Q1 2025 Added 6.59%
IEF Ishares Barclays	$0	$491,000 0.02% of portfolio	5,156	Q1 2025 Added 33.78%
XLRE Select Sector Spdr Tr Real Est	$0	$488,000 0.02% of portfolio	11,682	Q1 2025 Reduced 44.67%
SPSB Spdr Portfolio Short Term Corp	$0	$484,000 0.02% of portfolio	16,082	Q1 2025 Added 9.8%
OMFL Invesco Exchange Traded Self I	$0	$479,000 0.02% of portfolio	8,986	Q1 2025 Added 10.3%
SDOG Alps Sector Dividend Dogs ETF	$0	$469,000 0.01% of portfolio	8,077	Q1 2025 Added 19.54%
HYMB Spdr Nuveen Bloomberg High Yie	$0	$461,000 0.01% of portfolio	18,299	Q1 2025 New
SCHC Schwab Strategic Tr Intl Small	$0	$459,000 0.01% of portfolio	12,816	Q1 2025 Reduced 15.93%
KBWP Invesco ETF Tr Ii Kbw Property	$0	$447,000 0.01% of portfolio	3,589	Q4 2024 Added 0.14%
JMST Jp Morgan Ultra Short Mun Inco	$0	$441,000 0.01% of portfolio	8,686	Q1 2025 Added 64.73%
INTF Ishares Tr	$0	$435,000 0.01% of portfolio	14,111	Q1 2025 Added 15.48%
ACWI Ishares Msci Acwi ETF	$0	$434,000 0.01% of portfolio	3,731	Q1 2025 Reduced 15.82%
RPG Invesco Exchange Traded Fd Tr	$0	$433,000 0.01% of portfolio	11,340	Q1 2025 Reduced 47.6%
RWL Invesco Exchange Traded Fd Tr	$0	$424,000 0.01% of portfolio	4,278	Q1 2025 New
FALN Ishares Tr Fallen Angels Usd B	$0	$424,000 0.01% of portfolio	15,861	Q1 2025 New
SMDV Proshares Tr Russell 2000 Divi	$0	$420,000 0.01% of portfolio	6,408	Q1 2025 Added 77.41%
PTMC Pacer Fds Tr Trendpilot Us Mid	$0	$414,000 0.01% of portfolio	11,982	Q1 2025 Added 16.36%
AOR Ishares Tr Core Growth Allocat	$0	$410,000 0.01% of portfolio	7,124	Q1 2025 New
IJK Ishares S&P Midcap 400 Growth	$0	$410,000 0.01% of portfolio	4,927	Q1 2025 Reduced 78.86%
RWO Spdr Dow Jones Global Real Est	$0	$410,000 0.01% of portfolio	9,397	Q1 2025 Added 3.05%
SGOL Abrdn Gold ETF Trust	$4.64B	$406,000 0.01% of portfolio	13,641	Q1 2025 Added 14.12%
GUG Guggenheim Active Allocation Fund	$0	$405,000 0.01% of portfolio	26,891	Q1 2025 Reduced 38.33%
JIRE J P Morgan Exchg Traded Fd Tr	$0	$405,000 0.01% of portfolio	6,366	Q1 2025 New
IJJ Ishares S&P Midcap 400 Value E	$0	$402,000 0.01% of portfolio	3,362	Q1 2025 Reduced 26.06%
FLQM Franklin Templeton ETF Tr Libe	$0	$401,000 0.01% of portfolio	7,565	Q1 2025 New
CSM Proshares Large Cap Core Plus	$0	$396,000 0.01% of portfolio	6,217	Q1 2025 Added 18.24%
DBC Invesco Db Commodity Index Tracking Fund	$3.41B	$394,000 0.01% of portfolio	17,520	Q1 2025 Reduced 6.57%
TLH Ishares Barclays 10 20 Yr Trea	$0	$390,000 0.01% of portfolio	3,767	Q1 2025 New
USAI Pacer Fds Tr Amern Energy Inde	$0	$387,000 0.01% of portfolio	9,424	Q1 2025 New
RWK Invesco Exchange Traded Fd Tr	$0	$386,000 0.01% of portfolio	3,581	Q1 2025 Added 104.86%
FV First Trust Dorsey Wright Focu	$0	$385,000 0.01% of portfolio	7,030	Q1 2025 Added 12.28%

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