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Collaborative Investmnt Ser shares owned by UBS Group

Quarter-by-quarter ownership of Collaborative Investmnt Ser (GHMS) 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 $53k 2.0k 26.58
2025-06-30 $56k 2.1k 26.16
2025-03-31 $5.3k 204 25.92
2024-12-31 $2.3k 91 25.30
2024-09-30 $2.4k 91 26.75
2024-06-30 $460 18 25.56
2024-03-31 $722 28 25.82

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

Belpointe Asset Management
Snowden Capital Advisors
Gts Securities
UBS Group
AE Wealth Management

View all funds holding Collaborative Investmnt Ser