Who owns COLLABORATIVE INVESTMNT SER?

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Analyze quarterly positions in Collaborative Investmnt Ser with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Collaborative Investmnt Ser stock

Who bought or sold COLLABORATIVE INVESTMNT SER this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Belpointe Asset Management 893k $31M -2% Dec 2025
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Clear Creek Financial Management 197k $6.8M -2% Dec 2025
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Ascension Capital Advisors 49k $1.7M 126% Dec 2025
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Janney Montgomery Scott 43k $1.5M -3% Dec 2025
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Atria Investments 19k $650k 0% Dec 2025
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Able Wealth Management 16k $555k 29% Dec 2025
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Gts Securities 11k $375k -64% Dec 2025
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Advisor Group Holdings 1.2k $42k -9% Dec 2025
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MAI Wealth Advisors 589.00 $20k 0% Dec 2025
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Geneos Wealth Management 250.00 $8.6k 0% Dec 2025
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UBS Group 22.00 $753.000600 -84% Dec 2025
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AE Wealth Management 9.00 $307.999800 0% Dec 2025
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