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Collaborative Investmnt Ser shares owned by Noble Wealth Management PBC

Quarter-by-quarter ownership of Collaborative Investmnt Ser (RDFI) shares owned by Noble Wealth Management PBC from 13F filings

Historical chart of Noble Wealth Management PBC investment in Collaborative Investmnt Ser

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Collaborative Investmnt Ser by Noble Wealth Management PBC

Quarter filed Position value Share count Share price at filing
2025-12-31 $188k 7.8k 23.91

More positions owned by Noble Wealth Management PBC

Pimco Dynamic Income Cef (PDI)
Apple Stock (AAPL)
Spdr Gold Shares Etf (GLD)
Fidelity Enhanced International Etf Etf (FENI)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Pimco Corporate & Incm Strg Cef (PCN)
Asa Gold And Precious Mtls Lmt Cef (ASA)
Ft Vest Laddered Buffer Etf Etf (BUFR)
Calamos Autocallable Income Etf Etf (CAIE)
Fidelity Enhanced Mid Cap Etf Etf (FMDE)
Wisdomtree True Emerging Markets Fund Etf (XC)
Flaherty & Crumrine Total Retu Cef (FLC)
Invesco Qqq Trust Series I Etf (QQQ)
Angel Oak Finl Strategies Incm Com Ben Int Cef (FINS)
Innovator Equity Defined Protection Etf - 1 Yr September Etf (ZSEP)

View all positions for Noble Wealth Management PBC

Top funds holding Collaborative Investmnt Ser

Belpointe Asset Management
Independent Wealth Network
Advisor Group Holdings
Wealthcare Advisory Partners
Astoria Portfolio Advisors
Private Advisor
Integrated Wealth Concepts
Puff Wealth Management
Cambridge Investment Research Advisors
Latitude Advisors
Noble Wealth Management PBC
UBS Group
AE Wealth Management

View all funds holding Collaborative Investmnt Ser