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Collaborative Investmnt Ser shares owned by SRS Capital Advisors

Quarter-by-quarter ownership of Collaborative Investmnt Ser (NELS) shares owned by SRS Capital Advisors from 13F filings

Historical chart of SRS Capital Advisors investment in Collaborative Investmnt Ser

Tip: Access up to 7 years of quarterly data

All positions including Collaborative Investmnt Ser held by SRS Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Collaborative Investmnt Ser by SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $460 16 28.75

More positions owned by SRS Capital Advisors

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Comfort Systems USA (FIX)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Value Etf (VTV)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for SRS Capital Advisors

Top funds holding Collaborative Investmnt Ser

Belpointe Asset Management
Jpmorgan Chase & Co
UBS Group
SRS Capital Advisors

View all funds holding Collaborative Investmnt Ser