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Collaborative Investmnt Ser shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Collaborative Investmnt Ser (RDFI) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in Collaborative Investmnt Ser

Tip: Access up to 7 years of quarterly data

All positions including Collaborative Investmnt Ser held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Collaborative Investmnt Ser by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $615k 26k 23.63

More positions owned by Wealth Enhancement Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
NVIDIA Corporation (NVDA)
Alps Etf Tr Smith Core Plus (SMTH)
Microsoft Corporation Put Option (MSFT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Fundamental Intl (FNDF)
Victory Portfolios Ii Usaa Msci Usa Sm (USVM)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Msci Intl Moment (IMTM)
Micron Technology (MU)

View all positions for Wealth Enhancement Advisory Services

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