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Financial Invs Tr shares owned by CLS Investments

Quarter-by-quarter ownership of Financial Invs Tr (CCNR) shares owned by CLS Investments from 13F filings

Historical chart of CLS Investments investment in Financial Invs Tr

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All positions including Financial Invs Tr held by CLS Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Invs Tr by CLS Investments

Quarter filed Position value Share count Share price at filing
2026-03-31 $9.6M 240k 40.10

More positions owned by CLS Investments

Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Advisors Inner Circle Fd Ii 3edge Dynamic Fi (EDGF)
Northern Lts Fd Tr Iv Main Buywrite (BUYW)
Ishares Tr Core S&p500 Etf (IVV)
Apple Call Option (AAPL)
NVIDIA Corporation Call Option (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation Call Option (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Total (IXUS)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Us Aggbd Et (AGG)
Amazon (AMZN)

View all positions for CLS Investments

Top funds holding Financial Invs Tr

CoreCommodity Management
Joseph Group Capital Management
CLS Investments
Brookwood Investment Group
Old Mission Capital
Mml Investors Services
Jane Street
LPL Financial
Essex Financial Services
Commonwealth Equity Services
Ameritas Advisory Services

View all funds holding Financial Invs Tr