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Collaborative Investmnt Ser shares owned by UBS Group

Quarter-by-quarter ownership of Collaborative Investmnt Ser (CNAV) shares owned by UBS Group from 13F filings

Historical chart of UBS Group investment in Collaborative Investmnt Ser

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All positions including Collaborative Investmnt Ser held by UBS Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Collaborative Investmnt Ser by UBS Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $10k 339 30.26
2025-06-30 $44k 1.6k 27.30
2025-03-31 $20k 887 22.72
2024-12-31 $19k 722 26.45

More positions owned by UBS Group

Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Broadcom (AVGO)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl C (GOOG)
Ubs Group SHS (UBS)
Tesla Motors (TSLA)
Ishares Tr Russell 2000 Etf (IWM)
Visa Com Cl A (V)

View all positions for UBS Group

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