Envestnet Asset Management »

Collaborative Investmnt Ser shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Collaborative Investmnt Ser (RDFI) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in Collaborative Investmnt Ser

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Collaborative Investmnt Ser by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $293k 12k 23.82

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Univrsl Usd (IUSB)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)

View all positions for Envestnet Asset Management

Top funds holding Collaborative Investmnt Ser

Belpointe Asset Management
Independent Wealth Network
Astoria Portfolio Advisors
Mml Investors Services
Puff Wealth Management
Cambridge Investment Research Advisors
Wells Fargo & Company
Latitude Advisors
Oregon Pacific Wealth Management
PFG Advisors
Integrated Wealth Concepts
Wealth Enhancement Advisory Services
Sound Income Strategies
Envestnet Asset Management
Noble Wealth Management PBC

View all funds holding Collaborative Investmnt Ser