Brookwood Investment Group »

Collaborative Investmnt Ser shares owned by Brookwood Investment Group

Quarter-by-quarter ownership of Collaborative Investmnt Ser (GHTA) shares owned by Brookwood Investment Group from 13F filings

Historical chart of Brookwood Investment Group investment in Collaborative Investmnt Ser

Tip: Access up to 7 years of quarterly data

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

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

Quarterly reported holdings in Collaborative Investmnt Ser by Brookwood Investment Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $233k 7.8k 29.90
2025-06-30 $484k 16k 30.53

More positions owned by Brookwood Investment Group

NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Amazon (AMZN)
Broadcom (AVGO)
Microsoft Corporation (MSFT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Alphabet Cap Stk Cl A (GOOGL)
Morgan Stanley Etf Trust Eaton Vance Mort
Etf Ser Solutions Aptus Defined (DRSK)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Tidal Trust I Fundstrat Granny (GRNY)
Tcw Etf Trust Flexible Income (FLXR)
Pimco Etf Tr Multisector Bd (PYLD)

View all positions for Brookwood Investment Group

Top funds holding Collaborative Investmnt Ser

Belpointe Asset Management
Susquehanna International
Gts Securities
Brookwood Investment Group
Farther Finance Advisors
Federation des caisses Desjardins du Quebec
MAI Wealth Advisors
UBS Group
AE Wealth Management

View all funds holding Collaborative Investmnt Ser