$173 Million is the total value of Collaborative Wealth Managment Inc.'s 189 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2021 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 11 | Q2 2024 | 3.8% |
| SPDR SER TR | 11 | Q2 2024 | 4.3% |
| GLOBAL X FDS | 11 | Q2 2024 | 3.7% |
| SPDR SER TR | 11 | Q2 2024 | 3.8% |
| WISDOMTREE TR | 11 | Q2 2024 | 3.7% |
| APPLE INC | 11 | Q2 2024 | 3.2% |
| SPDR SER TR | 11 | Q2 2024 | 3.9% |
| INVESCO EXCH TRADED FD TR II | 11 | Q2 2024 | 3.2% |
| SPDR SER TR | 11 | Q2 2024 | 2.9% |
| SPDR SER TR | 11 | Q2 2024 | 2.9% |
View Collaborative Wealth Managment Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-09 |
| N-PX | 2024-08-09 |
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
View Collaborative Wealth Managment Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.