Collaborative Wealth Managment Inc.
Position in CIF — Mfs Intermediate High Income Fund
CIK 1896419
LAKE MARY, FL
Position in CIF
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$46,126
-$2,278 QoQ
Shares Held
28,473
0.0% QoQ
Ownership
0.159%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#10
of 28 holders
Holding Since
Mar 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CIF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Collaborative Wealth Managment Inc. holds $1,140,924 across 8 Asset Management names. CIF ranks #8 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PTY |
Pimco Corporate & Income Opportunity Fund
|
29,828 | $359,725 | |
| 2 | DHY |
Credit Suisse High Yield Credit Fund
|
110,898 | $210,706 | |
| 3 | PMO |
Putnam Municipal Opportunities Trust
|
13,400 | $138,020 | |
| 4 | VMO |
Invesco Municipal Opportunity Trust
|
11,000 | $104,610 | |
| 5 | MHF |
Western Asset Municipal High Income Fund Inc.
|
15,000 | $104,100 | |
| 6 | EAD |
Allspring Income Opportunities Fund
|
15,440 | $100,051 | |
| 7 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
10,290 | $77,586 | |
| 8 | CIF |
Mfs Intermediate High Income Fund
This page
|
28,473 | $46,126 |
All Filings in CIF
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $46,126 | 28,473 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $48,404 | 28,473 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $50,397 | 28,473 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $49,543 | 28,473 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $55,460 | 32,433 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $56,109 | 32,433 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $57,730 | 32,433 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $56,695 | 33,350 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $57,695 | 33,350 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $122,298 | 71,104 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $114,919 | 73,197 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $135,611 | 83,197 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $140,041 | 83,358 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $144,763 | 84,657 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $144,763 | 84,657 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $173,578 | 91,357 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $252,145 | 91,357 | Shares | Sole | 2022-02-11 | |
| 2021-03-31 | $231,133 | 91,357 | Shares | Sole | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||