CVMC — MORGAN STANLEY ETF TRUST

Ownership history in Collaborative Wealth Managment Inc.  ·  4 quarters on record

This page tracks every 13F SEC filing in which Collaborative Wealth Managment Inc. reported a position in MORGAN STANLEY ETF TRUST (CVMC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.13% (2025 Q1)
Avg. % of fund
0.1%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 3,496 -2 -0.1% 0.08% $224K $64.13
2025 Q3 REDUCED 3,498 -906 -20.6% 0.09% $222K $63.22
2025 Q2 REDUCED 4,404 -651 -12.9% 0.12% $267K $60.21
2025 Q1 INITIATED 5,055 — — 0.13% $287K $56.09
% of Fund (quarterly)    CVMC price (monthly, adj. close)

Other funds also holding CVMC

As of 2025 Q4 — sorted by position size

First Pacific Financial 3Y 2.03% NATURAL INVESTMENTS, LLC 3Y 0.36% Mason & Associates Inc 3Y 0.13% Colorado Capital Management, Inc. 3Y 7Y 0.13% Sandbox Financial Partners, LLC 3Y 0.12% Montecito Bank & Trust 3Y 7Y 0.08% Ameritas Investment Partners, Inc. 3Y 7Y 0.04% BSW Wealth Partners 3Y 7Y 0.04% Dynamic Advisor Solutions LLC 3Y 7Y 0.03% BBR PARTNERS, LLC 3Y 7Y 0.03%
← Back to Collaborative Wealth Managment Inc. Holdings