SEC Form 13F

Collaborative Wealth Managment Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-08-06
Reported value$238,423,077
Positions170

Largest disclosed positions

IssuerTickerClassReported valueReported amount
INNOVATOR ETFS TRUSTBUFFLADERD ALCTN PWR$21,027,359399,153
ISHARES TRSTIP0-5 YR TIPS ETF$15,103,903147,846
FIRST TR EXCHNG TRADED FD VIUCONSMIT UNCO BD ETF$15,041,299604,554
SPDR INDEX SHS FDSSPDWST STR PO EX ETF$13,747,892272,830
AMERICAN CENTY ETF TRAVUVUS SML CP VALU$11,407,82391,438
SPDR SERIES TRUSTSPMDST STR P400MID$11,119,554164,588
AMERICAN CENTY ETF TRAVEMAVANTIS EMGMKT$9,123,57494,555
SPDR SERIES TRUSTSPYGST STR P500GRW$8,540,11371,772
SPDR SERIES TRUSTSPYVST STR P500VAL$7,354,078120,975
INVESCO EXCH TRADED FD TR IIQQQMNASDAQ 100 ETF$6,917,10722,831

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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