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
Belpointe Asset Management 406k $12M 0% Dec 2025
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Gts Securities 22k $654k 172% Dec 2025
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Brookwood Investment Group 7.8k $233k 100% Dec 2025
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Farther Finance Advisors 1.4k $43k -15% Dec 2025
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Federation des caisses Desjardins du Quebec 650.00 $19k 0% Dec 2025
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MAI Wealth Advisors 361.00 $11k 0% Dec 2025
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UBS Group 135.00 $4.0k -50% Dec 2025
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AE Wealth Management 6.00 $178.999800 0% Dec 2025
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Who sold out of Collaborative Investmnt Ser?

Fund or Company Name Date Sold Shares Held Valued At
Susquehanna International Sep 2025 17k $514k
Ethos Financial Group Sep 2025 6.5k $202k