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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

May 2024Jul 2024Sep 2024Nov 2024Jan 2025500100015002000250020406080
Value ($)Share countHistorical GHMS position of UBS Group Source: stockzoa.comValue ($)Share count

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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
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

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

View all positions for UBS Group

Top funds holding Collaborative Investmnt Ser

Belpointe Asset Management
Snowden Capital Advisors
Flow Traders US
Citadel Advisors
UBS Group
AE Wealth Management

View all funds holding Collaborative Investmnt Ser