Ownership history in Collaborative Wealth Managment Inc. · 17 quarters on record
This page tracks every 13F SEC filing in which Collaborative Wealth Managment Inc. reported a position in GLOBAL X FDS (PFFD). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 192,568 | -83,405 | -30.2% | 1.28% | $3.6M | $18.71 |
| 2025 Q3 | REDUCED | 275,973 | -88,603 | -24.3% | 2.17% | $5.4M | $18.83 |
| 2025 Q2 | REDUCED | 364,576 | -50,255 | -12.1% | 2.99% | $6.9M | $17.96 |
| 2025 Q1 | ADDED | 414,831 | +6,638 | +1.6% | 3.69% | $7.9M | $17.88 |
| 2024 Q4 | ADDED | 408,193 | +12,146 | +3.1% | 3.61% | $8.0M | $18.13 |
| 2024 Q3 | ADDED | 396,047 | +12,847 | +3.4% | 3.72% | $8.2M | $18.92 |
| 2024 Q2 | ADDED | 383,200 | +36,663 | +10.6% | 3.69% | $7.5M | $17.64 |
| 2024 Q1 | ADDED | 346,537 | +22,869 | +7.1% | 3.50% | $7.0M | $17.78 |
| 2023 Q4 | ADDED | 323,668 | +22,836 | +7.6% | 3.40% | $6.3M | $16.93 |
| 2023 Q3 | ADDED | 300,832 | +18,345 | +6.5% | 3.38% | $5.7M | $16.05 |
As of 2025 Q4 — sorted by position size