Ci Private Wealth, LLC ETFs

Ci Private Wealth, LLC

$62.5 Billion
Q3 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
FLCA Franklin Templeton ETF Tr	$0	$244,000 0.0% of portfolio	5,390	Q2 2025 Added 0.02%
FNDC Schwab Fundamental Intl Small	$0	$242,000 0.0% of portfolio	5,459	Q3 2025 Added 10.19%
VTWG Vanguard Russell 2000 Growth E	$0	$238,000 0.0% of portfolio	1,019	Q3 2025 New
URTH Ishares Msci World ETF	$0	$236,000 0.0% of portfolio	1,304	Q2 2025 New
QTEC First Trust Nasdaq 100 Technol	$0	$235,000 0.0% of portfolio	1,027	Q3 2025 Reduced 8.39%
FIW First Trust Water ETF	$0	$234,000 0.0% of portfolio	2,087	Q3 2025 New
PWZ Invesco California Amt Free Mu	$0	$232,000 0.0% of portfolio	9,729	Q2 2025 New
IDU Ishares Tr U S Utils ETF	$0	$228,000 0.0% of portfolio	2,060	Q3 2025 Reduced 90.82%
UYG Proshares Ultra Financials	$0	$228,000 0.0% of portfolio	2,302	Q3 2025 New

IYG Ishares Tr	$0	$227,000 0.0% of portfolio	2,538	Q3 2025 Reduced 0.98%
IUS Invesco Ex Traded Self Indx Fd	$0	$224,000 0.0% of portfolio	4,058	Q3 2025 Added 0.37%
PXH Invesco ETF Tr Ii Ftse Rafi Em	$0	$223,000 0.0% of portfolio	11,020	Q3 2025 New
USFR Wisdomtree Floating Rate Treas	$0	$222,000 0.0% of portfolio	4,420	Q3 2025 New
DFE Wisdomtree Tr Europe Smallcap	$0	$220,000 0.0% of portfolio	3,137	Q3 2025 New
FDIS Fidelity Covington Tr Msci Con	$0	$216,000 0.0% of portfolio	2,107	Q3 2025 Reduced 12.57%
FREL Fidelity Covington Tr Msci Rea	$0	$213,000 0.0% of portfolio	7,679	Q3 2025 Reduced 19.6%
FHLC Fidelity Covington Tr Msci Hea	$0	$212,000 0.0% of portfolio	3,185	Q3 2025 Reduced 5.66%
TDIV First Trust Nasdaq Technology	$0	$212,000 0.0% of portfolio	2,154	Q3 2025 Reduced 17.82%

KWEB Kraneshares Tr Csi China Inter	$0	$209,000 0.0% of portfolio	4,990	Q3 2025 New
EMNT Pimco ETF Tr Enhanced Short Ma	$0	$207,000 0.0% of portfolio	2,101	Q1 2025 New
XSMO Invesco S&P Smallcap Momentum	$0	$206,000 0.0% of portfolio	2,801	Q3 2025 New
TZA Direxion Shs ETF Tr Direxion D	$0	$205,000 0.0% of portfolio	25,000	Q3 2025 Reduced 44.44%
KNG Ft Cboe Vest S&P 500 Dividend	$0	$201,000 0.0% of portfolio	4,091	Q3 2025 New
AGZ Ishares Agency Bond ETF	$0	$201,000 0.0% of portfolio	1,825	Q2 2025 New
MSOS Advisorshares Tr Pure Us Canna	$0	$177,000 0.0% of portfolio	37,121	Q3 2025 Reduced 73.99%
PPLT Abrdn Platinum ETF Trust	$1.09B	$133,000 0.0% of portfolio	1,488	Q3 2025 New
PSJ Invesco Exchange Traded Fd Tr	$0	$0 0.0% of portfolio	26,423	Q3 2025 Reduced 7.01%
RCD Invesco ETF Tr S&P 500 Equal W	$0	$0 0.0% of portfolio	5,144	Q2 2025 Added 0.02%
RYF Invesco S&P 500 Equal Weight F	$0	$0 0.0% of portfolio	6,616	Q3 2025 Reduced 1.49%
RYT Invesco S&P 500 Equal Weight T	$0	$0 0.0% of portfolio	99,506	Q3 2025 Added 2.22%
RGI Invesco S&P 500 Equal Weight I	$0	$0 0.0% of portfolio	6,939	Q3 2025 Added 0.95%
RYH Invesco S&P 500 Equal Weight H	$0	$0 0.0% of portfolio	26,101	Q3 2025 Added 9.93%

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