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Collaborative Investmnt Ser shares owned by Belpointe Asset Management

Quarter-by-quarter ownership of Collaborative Investmnt Ser (CNAV) shares owned by Belpointe Asset Management from 13F filings

Historical chart of Belpointe Asset Management investment in Collaborative Investmnt Ser

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All positions including Collaborative Investmnt Ser held by Belpointe Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Collaborative Investmnt Ser by Belpointe Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $421k 14k 30.26
2025-06-30 $583k 21k 27.30
2025-03-31 $599k 26k 22.72

More positions owned by Belpointe Asset Management

Servicenow (NOW)
NVIDIA Corporation (NVDA)
Invesco QQQ Trust Etf (QQQ)
Spdr S&p 500 Etf Etf (SPY)
Apple (AAPL)
Schwab Strategic Tr Etf (SCHG)
Collaborative Investmnt Ser Etf (NDOW)
Microsoft Corporation (MSFT)
Ishares Tr Etf (SGOV)
Schwab Strategic Tr Etf (SCHX)
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX)
Vanguard S&P 500 ETF Etf (VOO)
Badger Meter (BMI)
Vanguard Index Fds Etf (VUG)
Amazon (AMZN)

View all positions for Belpointe Asset Management

Top funds holding Collaborative Investmnt Ser

AE Wealth Management
Gts Securities
Belpointe Asset Management
FSA Advisors
Rogco
UBS Group

View all funds holding Collaborative Investmnt Ser