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Collaborative Investmnt Ser shares owned by UBS Group

Quarter-by-quarter ownership of Collaborative Investmnt Ser (MFUL) shares owned by UBS Group from 13F filings

Historical chart of UBS Group investment in Collaborative Investmnt Ser

Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 2024Jan 2025020k40k60k0100020003000
Value ($)Share countHistorical MFUL position of UBS Group Source: stockzoa.comValue ($)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 $11k 502 21.50
2024-09-30 $21k 979 21.84
2024-06-30 $20k 920 21.44
2024-03-31 $19k 871 21.37
2023-12-31 $30k 1.4k 20.93
2023-06-30 $13k 595 21.77
2023-03-31 $73k 3.4k 21.55
2022-12-31 $5.5k 254 21.50
2022-09-30 $6.0k 282 21.28
2022-06-30 $7.0k 316 22.15
2022-03-31 $2.0k 105 19.05
2021-12-31 $3.0k 128 23.44

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

Elevation Capital Advisory
AE Wealth Management
Authentikos Wealth Advisory
Gts Securities
UBS Group
Morgan Stanley

View all funds holding Collaborative Investmnt Ser