CWM
KLDW

Collaborative Wealth Management’s Knowledge Leaders Developed World ETF KLDW Stock Holding History

Collaborative Wealth Management’s Portfolio KLDW Stock Details KLDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$591K Buy
+12,372
New +$590K 0.32% 102

Other funds holding KLDW

CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
CPA
Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Collaborative Wealth Management's KLDW Position: Q4 2021 in Review

Collaborative Wealth Management opened a new position in Knowledge Leaders Developed World ETF (KLDW) in Q4 2021: 12,372 shares worth $591K. The stake represents 0.32% of the portfolio and ranks #102 among its holdings.

21 funds tracked by Wall St. Rank hold KLDW as of Q4 2021.

  • Collaborative Wealth Management held 12,372 shares of Knowledge Leaders Developed World ETF worth $591K as of Q4 2021.
  • Knowledge Leaders Developed World ETF was a new Collaborative Wealth Management position in Q4 2021.
  • Knowledge Leaders Developed World ETF made up 0.32% of Collaborative Wealth Management's portfolio in Q4 2021, its #102 holding.
  • 21 funds tracked by Wall St. Rank held Knowledge Leaders Developed World ETF as of Q4 2021.

Based on Collaborative Wealth Management's 13F filing for Q4 2021, filed 11 Feb 2022.