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Collaborative Investmnt Ser shares owned by AE Wealth Management

Quarter-by-quarter ownership of Collaborative Investmnt Ser (NDOW) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Collaborative Investmnt Ser

Tip: Access up to 7 years of quarterly data

All positions including Collaborative Investmnt Ser held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Collaborative Investmnt Ser by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $351 13 27.08
2025-06-30 $338 13 26.00
2025-03-31 $320 13 24.62
2024-12-31 $316 13 24.31

More positions owned by AE Wealth Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
American Centy Etf Tr Avantis Core Fi (AVIG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Broadcom (AVGO)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
JPMorgan Chase & Co. (JPM)

View all positions for AE Wealth Management

Top funds holding Collaborative Investmnt Ser

Belpointe Asset Management
Gts Securities
AE Wealth Management

View all funds holding Collaborative Investmnt Ser