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Collaborative Investmnt Ser shares owned by Foundations Investment Advisors

Quarter-by-quarter ownership of Collaborative Investmnt Ser (RULE) shares owned by Foundations Investment Advisors from 13F filings

Historical chart of Foundations Investment Advisors investment in Collaborative Investmnt Ser

Tip: Access up to 7 years of quarterly data

All positions including Collaborative Investmnt Ser held by Foundations Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Collaborative Investmnt Ser by Foundations Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $300k 14k 22.01
2023-12-31 $391k 19k 20.85
2023-09-30 $352k 19k 18.78
2023-06-30 $1.3M 66k 19.92
2023-03-31 $644k 33k 19.44
2022-12-31 $398k 20k 19.55
2022-09-30 $8.5M 436k 19.43

More positions owned by Foundations Investment Advisors

Exchange Listed Fds Tr Cabana Target 10 (TDSC)
Ishares Tr Core S&p500 Etf (IVV)
Exchange Listed Fds Tr Cabana Moderate (CLSM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Exchange Listed Fds Tr Cabana Trgt Beta (TDSB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Short Treas Bd (SHV)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Two Rds Shared Tr Regents Pk Hdgd (RPHS)
Apple (AAPL)

View all positions for Foundations Investment Advisors

Top funds holding Collaborative Investmnt Ser

AE Wealth Management
Authentikos Wealth Advisory
Gts Securities
Goldman Sachs Group
Foundations Investment Advisors
Oxford Wealth Group
Sound Income Strategies
UBS Group
Morgan Stanley

View all funds holding Collaborative Investmnt Ser