Who owns COLLABORATIVE INVESTMNT SER?

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Analyze quarterly positions in Collaborative Investmnt Ser with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Collaborative Investmnt Ser stock

Who bought or sold COLLABORATIVE INVESTMNT SER this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
AE Wealth Management 440k $21M -1% Jun 2026
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Maridea Wealth Management 34k $1.6M 100% Jun 2026
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FSA Advisors 11k $518k -3% Jun 2026
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Signal Advisors Wealth 9.7k $466k 0% Jun 2026
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Gts Securities 6.7k $319k -24% Jun 2026
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CMC Financial Group 5.7k $273k 100% Jun 2026
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Key Capital Management 2.4k $114k 0% Jun 2026
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Lloyd Advisory Services 579.00 $28k 100% Jun 2026
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UBS Group 3.00 $144.000000 -99% Jun 2026
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