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Morgan Stanley Etf Trust shares owned by Collaborative Wealth Managment

Quarter-by-quarter ownership of Morgan Stanley Etf Trust (CVLC) shares owned by Collaborative Wealth Managment from 13F filings

Historical chart of Collaborative Wealth Managment investment in Morgan Stanley Etf Trust

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All positions including Morgan Stanley Etf Trust held by Collaborative Wealth Managment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley Etf Trust by Collaborative Wealth Managment

Quarter filed Position value Share count Share price at filing
2025-09-30 $285k 3.5k 81.87
2025-06-30 $275k 3.6k 76.54
2025-03-31 $280k 4.1k 68.94
2024-12-31 $319k 4.3k 73.34

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Spdr Series Trust Prtflo S&p500 Gw (SPYG)
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Spdr Series Trust Portfolio S&p400 (SPMD)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Series Trust Nuveen Ice High (HYMB)
Spdr Series Trust Portfoli S&p1500 (SPTM)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Apple (AAPL)
Spdr Series Trust Port Mtg Bk Etf (SPMB)
Wisdomtree Tr Floatng Rat Trea (USFR)
Global X Fds Us Pfd Etf (PFFD)
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)

View all positions for Collaborative Wealth Managment

Top funds holding Morgan Stanley Etf Trust

State Insurance Fund
Sontag Advisory
Commonwealth Equity Services
Ameriprise Financial
O'Brien Wealth Partners
Mercer Global Advisors
Ogorek Anthony Joseph
Rossby Financial, LCC
LongView Asset Management
Raymond James Financial
CWM
Joel Adams & Associates
Sandbox Financial Partners
Global Endowment Management
Creative Planning

View all funds holding Morgan Stanley Etf Trust