Collaborative Wealth Managment Inc.
Position in KNGZ — First Trust S&P 500 Diversified Dividend Aristocrats ETF
CIK 1896419
LAKE MARY, FL
All Filings in KNGZ
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 KNGZ | $409,200 | 11,427 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 KNGZ | $648,877 | 18,120 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 KNGZ | $696,290 | 20,710 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 KNGZ | $800,837 | 24,863 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 KNGZ | $844,911 | 26,224 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 KNGZ | $950,228 | 27,639 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 KNGZ | $965,599 | 30,732 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 KNGZ | $1,191,654 | 37,651 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 KNGZ | $1,458,761 | 49,034 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 KNGZ | $1,534,382 | 56,071 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 KNGZ | $1,785,688 | 62,256 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 KNGZ | $1,881,527 | 66,293 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 KNGZ | $1,868,580 | 66,735 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 KNGZ | $1,396,875 | 56,140 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 KNGZ | $1,454,262 | 53,762 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 KNGZ | $1,123,677 | 36,166 | Shares | Sole | 2022-02-11 | |
| 2021-03-31 KNGZ | $1,190,716 | 42,299 | Shares | Sole | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||