CWM
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Collaborative Wealth Management’s Simplify Multi-QIS Alternative ETF QIS Stock Holding History

Collaborative Wealth Management’s Portfolio QIS Stock Details QIS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$202K Sell
9,185
-1,735
-16% -$38.2K 0.09% 171
2025
Q1 		$253K Sell
10,920
-924
-8% -$21.4K 0.12% 137
2024
Q4 		$290K Buy
11,844
+883
+8% +$21.6K 0.13% 130
2024
Q3 		$270K Buy
+10,961
New +$270K 0.12% 136