CWM
FRDM icon

Collaborative Wealth Management’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Collaborative Wealth Management’s Portfolio FRDM Stock Details FRDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-9,930
Closed -$274K – 174
2022
Q2 		$274K Buy
+9,930
New +$306K 0.18% 146

Other funds holding FRDM

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
CFC
Coyle Financial Counsel Glenview, Illinois $473M AUM 19.4% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
BOC
Bull Oak Capital San Diego, California $260M AUM 15.37% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

Collaborative Wealth Management's FRDM Position: Q3 2022 in Review

Collaborative Wealth Management sold out of Freedom 100 Emerging Markets ETF (FRDM) in Q3 2022, closing a stake of 9,930 shares — an estimated $274K sold.

Collaborative Wealth Management first reported a position in FRDM in Q2 2022 and held it in 1 quarter. The position peaked at $274K in Q2 2022. 46 funds tracked by Wall St. Rank hold FRDM as of Q3 2022.

  • Collaborative Wealth Management reported no remaining Freedom 100 Emerging Markets ETF position as of Q3 2022 after selling out during the quarter.
  • Collaborative Wealth Management sold 9,930 Freedom 100 Emerging Markets ETF shares in Q3 2022, an estimated $274K.
  • Collaborative Wealth Management first reported a position in Freedom 100 Emerging Markets ETF in Q2 2022 and held it in 1 quarter.
  • Collaborative Wealth Management's Freedom 100 Emerging Markets ETF position peaked at $274K in Q2 2022.
  • 46 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q3 2022.

Based on Collaborative Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.