Collaborative Wealth Managment Inc. Incresed Positions in Q2 2024

Collaborative Wealth Managment Inc.

  • $200 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
184K
+ 169.82%
$20.97 - $21.76 $3.87M - $4.01M
293K $6.32M
USFR
Wisdomtree Floating Rate Treas

ETFs
64.2K
+ 118.25%
$50.28 - $50.52 $3.23M - $3.24M
118K $5.96M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
36.7K
+ 10.58%
$19.15 - $20.2 $702K - $741K
383K $7.54M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
9.66K
+ 10.28%
$35.3 - $38.79 $341K - $375K
104K $3.9M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
21.5K
+ 12.23%
$21.93 - $23.08 $472K - $497K
198K $4.46M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
17K
+ 5.97%
$25.12 - $25.81 $428K - $440K
303K $7.7M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
16.4K
+ 120.21%
$13.49 - $15.05 $222K - $247K
30.1K $430K
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
7.69K
+ 29.51%
$27.95 - $28.34 $215K - $218K
33.7K $953K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
12.2K
+ 8.74%
$23.66 - $24.62 $288K - $300K
151K $3.6M
AVUV
American Centy ETF Tr Avantis

ETFs
4.82K
+ 7.73%
$86.93 - $93.77 $419K - $452K
67.2K $6.03M
NVDA
Nvidia Corp

Technology
3.42K
+ 1022.09%
$118.11 - $1224.4 $404K - $4.19M
3.76K $464K
SVOL
Simplify ETF Simplify Volatili

ETFs
7.28K
+ 40.22%
$21.84 - $22.99 $159K - $167K
25.4K $570K
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.03%
$414.65 - $485.21 $415 - $485
3.79K $1.81M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
2.43K
+ 17.04%
$49.77 - $50.09 $121K - $121K
16.7K $831K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
8.14K
+ 7.55%
$17.22 - $18.04 $140K - $147K
116K $2.05M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.28K
+ 4.49%
$34.2 - $36.64 $215K - $230K
146K $5.13M
SPTS
Spdr Portfolio Short Term Trea

ETFs
3.82K
+ 20.99%
$28.65 - $28.88 $110K - $110K
22K $636K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
6.89K
+ 4.06%
$47.37 - $50.09 $326K - $345K
176K $8.59M
IVV
Ishares Core S&P 500 ETF

ETFs
155
+ 16.03%
$497.53 - $549.64 $77.1K - $85.2K
1.12K $613K
XLK
Technology Sector Spdr

ETFs
83
+ 1.87%
$192.53 - $231.41 $16K - $19.2K
4.52K $1.02M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
3.26K
+ 12.73%
$50.4 - $53.5 $164K - $174K
28.9K $1.46M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
2.72K
+ 4.52%
$23.33 - $23.97 $63.5K - $65.2K
63K $1.49M
GOOGL
Alphabet Inc.

Communication Services
16
+ 1.05%
$150.53 - $185.41 $2.41K - $2.97K
1.54K $280K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
982
+ 8.92%
$50.57 - $50.75 $49.7K - $49.8K
12K $608K
AGNC
Agnc Investment Corp.

Real Estate
5.3K
+ 41.44%
$8.96 - $9.9 $47.5K - $52.5K
18.1K $172K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
618
+ 0.65%
$49.78 - $53.44 $30.8K - $33K
96K $5.08M
QCOM
Qualcomm Inc

Technology
6
+ 0.45%
$157.63 - $227.09 $946 - $1.36K
1.34K $267K
FLMI
Franklin Dynamic Municipal Bon

ETFs
1.73K
+ 7.87%
$24.06 - $24.54 $41.7K - $42.6K
23.8K $579K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
851
+ 8.25%
$49.92 - $50.63 $42.5K - $43.1K
11.2K $562K
IWF
Ishares Russell 1000 Gr ETF

ETFs
47
+ 7.69%
$316.15 - $367.33 $14.9K - $17.3K
658 $239K
EPD
Enterprise Products Partners L.P.

Energy
1.21K
+ 7.27%
$27.74 - $29.88 $33.5K - $36.1K
17.8K $517K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.64K
+ 4.71%
$83.97 - $89.72 $137K - $147K
36.3K $3.15M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
119
+ 4.81%
$138.56 - $148.14 $16.5K - $17.6K
2.59K $382K
DVYE
Ishares Emerging Markets Divid

ETFs
226
+ 1.92%
$26.08 - $29.6 $5.89K - $6.69K
12K $325K
T
At&T Inc.

Communication Services
64
+ 0.61%
$16.09 - $19.11 $1.03K - $1.22K
10.5K $200K
IEMG
Ishares Inc

ETFs
61
+ 1.1%
$50.02 - $54.95 $3.05K - $3.35K
5.61K $300K
AVEM
American Centy ETF Tr Avantis

ETFs
45
+ 1.26%
$56.42 - $62.42 $2.54K - $2.81K
3.61K $220K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
846
+ 5.84%
$32.33 - $34.91 $27.4K - $29.5K
15.3K $511K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
121
+ 4.79%
$102.13 - $110.88 $12.4K - $13.4K
2.65K $282K
PG
Procter & Gamble CO

Consumer Defensive
3
+ 0.19%
$155.33 - $168.56 $466 - $506
1.55K $255K
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.16K
+ 3.2%
$35.73 - $39.2 $41.3K - $45.3K
37.3K $1.43M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
9
+ 0.14%
$45.03 - $48.19 $405 - $434
6.29K $301K
IWM
Ishares Russell 2000 ETF

ETFs
59
+ 4.28%
$192.84 - $209.44 $11.4K - $12.4K
1.44K $291K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
360
+ 4.26%
$56.43 - $60.79 $20.3K - $21.9K
8.81K $515K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
34
+ 0.52%
$66.16 - $71.7 $2.25K - $2.44K
6.61K $453K
MUB
Ishares National Muni Bond ETF

ETFs
40
+ 0.99%
$105.37 - $107.16 $4.21K - $4.29K
4.07K $433K
AVGE
American Centy ETF Tr Avantis
9.33K
+ 43.81%
N/A
30.6K $0
XLI
Industrial Sector Spdr

ETFs
184
+ 3.32%
$120.47 - $125.94 $22.2K - $23.2K
5.72K $696K
SPIB
Spdr Portfolio Intermediate Te

ETFs
62
+ 0.22%
$32.02 - $32.68 $1.99K - $2.03K
28.2K $917K
Activity Summary
Buys All Purchases 66 New Holdings 4 Increased Positions 62 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Collaborative Wealth Managment Inc. Portfolio

Follow Collaborative Wealth Managment Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Collaborative Wealth Managment Inc., based on Form 13F filings with the SEC.

News

Stay updated on Collaborative Wealth Managment Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email