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
AE Wealth Management 109k $2.3M -5% Mar 2026
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Gts Securities 36k $784k 38% Dec 2025
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Citadel Advisors 14k $294k 6% Mar 2026
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FSA Advisors 9.6k $207k 1% Mar 2026
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Morgan Stanley 9.0k $199k -21% Mar 2026
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Advisor Group Holdings 5.4k $117k 0% Dec 2025
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Key Capital Management 615.00 $13k 100% Mar 2026
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UBS Group 251.00 $5.4k 100% Mar 2026
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Mosley Wealth Management 7.00 $155.000300 100% Mar 2026
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Who sold out of Collaborative Investmnt Ser?

Fund or Company Name Date Sold Shares Held Valued At
Rogco Dec 2025 570.00 $12k