Who owns COLLABORATIVE INVESTMNT SER?

Tip: Access positions for across all investors

Analyze quarterly positions in Collaborative Investmnt Ser with up to 7 years of data, all consolidated into one spreadsheet

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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% Mar 2026
 View chart
Gts Securities 22k $654k 172% Dec 2025
 View chart
Brookwood Investment Group 17k $515k 123% Mar 2026
 View chart
Federation des caisses Desjardins du Quebec 650.00 $19k 0% Mar 2026
 View chart
Farther Finance Advisors 427.00 $13k -70% Mar 2026
 View chart
MAI Wealth Advisors 356.00 $11k -1% Mar 2026
 View chart
AE Wealth Management 6.00 $178.000200 0% Mar 2026
 View chart

Who sold out of Collaborative Investmnt Ser?

Fund or Company Name Date Sold Shares Held Valued At
Susquehanna International Sep 2025 17k $514k
UBS Group Dec 2025 135.00 $4.0k