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Collaborative Investmnt Ser shares owned by Sound Income Strategies

Quarter-by-quarter ownership of Collaborative Investmnt Ser (RDFI) shares owned by Sound Income Strategies from 13F filings

Historical chart of Sound Income Strategies investment in Collaborative Investmnt Ser

Tip: Access up to 7 years of quarterly data

All positions including Collaborative Investmnt Ser held by Sound Income Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Collaborative Investmnt Ser by Sound Income Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $352k 15k 23.82

More positions owned by Sound Income Strategies

Hercules Technology Growth Capital (HTGC)
Ares Capital Corporation (ARCC)
Golub Capital BDC (GBDC)
Sixth Street Specialty Lending (TSLX)
Owl Rock Capital Corporation (OBDC)
Blackstone Secd Lending Common Stock (BXSL)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Vaneck Etf Trust Emerging Mrkt Hi (HYEM)
Ishares Jp Mrgn Em Hi Bd (EMHY)
Pennantpark Floating Rate Capi (PFLT)
Tidal Trust I Sound Enhanced (FXED)
Simon Property (SPG)
Apple (AAPL)
Cisco Systems (CSCO)
Omni (OMC)

View all positions for Sound Income Strategies

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