Who owns COLLABORATIVE INVESTMNT SER?
- Ticker: NELS
- CUSIP Number: 19423l425
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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 |
|---|---|---|---|---|---|
| Belpointe Asset Management | 1.9M | $53M | 9% | Jun 2026 |
|
| Jpmorgan Chase & Co | 473.00 | $14k | 100% | Jun 2026 |
|
| UBS Group | 243.00 | $7.0k | -39% | Jun 2026 |
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| SRS Capital Advisors | 16.00 | $460.000000 | 100% | Jun 2026 |
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Who sold out of Collaborative Investmnt Ser?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Gts Securities | Mar 2026 | 30k | $735k |