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Collaborative Investmnt Ser shares owned by PFG Advisors

Quarter-by-quarter ownership of Collaborative Investmnt Ser (RDFI) shares owned by PFG Advisors from 13F filings

Historical chart of PFG Advisors investment in Collaborative Investmnt Ser

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Collaborative Investmnt Ser by PFG Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $691k 29k 23.82

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View all positions for PFG Advisors

Top funds holding Collaborative Investmnt Ser

Belpointe Asset Management
Independent Wealth Network
Astoria Portfolio Advisors
Puff Wealth Management
Mml Investors Services
Cambridge Investment Research Advisors
Private Advisor
Oregon Pacific Wealth Management
PFG Advisors
Integrated Wealth Concepts
Advisor Group Holdings
Latitude Advisors
Noble Wealth Management PBC
BlackRock
AE Wealth Management

View all funds holding Collaborative Investmnt Ser