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Collaborative Investmnt Ser shares owned by Wealthcare Advisory Partners

Quarter-by-quarter ownership of Collaborative Investmnt Ser (RDFI) shares owned by Wealthcare Advisory Partners from 13F filings

Historical chart of Wealthcare Advisory Partners investment in Collaborative Investmnt Ser

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Collaborative Investmnt Ser by Wealthcare Advisory Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.1M 127k 24.28
2025-06-30 $3.1M 130k 23.83
2025-03-31 $3.1M 130k 23.67
2024-12-31 $2.8M 117k 23.64
2024-09-30 $3.1M 123k 25.24

More positions owned by Wealthcare Advisory Partners

Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Spdr Series Trust Portfolio S&p600 (SPSM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr Series Trust Portfolio Agrgte (SPAB)
Spdr Series Trust Portfolio S&p400 (SPMD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)

View all positions for Wealthcare Advisory Partners

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
Cambridge Investment Research Advisors
Latitude Advisors
UBS Group
AE Wealth Management
Morgan Stanley

View all funds holding Collaborative Investmnt Ser