Who owns COLLABORATIVE INVESTMNT SER?
- Ticker: RSEE
- CUSIP Number: 19423l540
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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 | 900k | $36M | -5% | Jun 2026 |
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| Clear Creek Financial Management | 166k | $6.6M | -15% | Jun 2026 |
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| Janney Montgomery Scott | 71k | $2.8M | 22% | Jun 2026 |
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| Ascension Capital Advisors | 49k | $2.0M | 1% | Jun 2026 |
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| Wells Fargo & Company | 49k | $1.9M | 100% | Jun 2026 |
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| Wealthedge Investment Advisors | 28k | $1.1M | 100% | Jun 2026 |
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| Atria Investments | 19k | $767k | 1% | Jun 2026 |
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| Able Wealth Management | 15k | $598k | -5% | Jun 2026 |
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| Advisor Group Holdings | 1.2k | $48k | 0% | Jun 2026 |
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| Farther Finance Advisors | 411.00 | $16k | 100% | Jun 2026 |
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| Jpmorgan Chase & Co | 252.00 | $9.8k | 100% | Jun 2026 |
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| Geneos Wealth Management | 150.00 | $5.9k | -40% | Jun 2026 |
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| AE Wealth Management | 9.00 | $356.000400 | 0% | Jun 2026 |
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| SRS Capital Advisors | 3.00 | $119.000100 | 100% | Jun 2026 |
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Who sold out of Collaborative Investmnt Ser?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Gts Securities | Mar 2026 | 11k | $370k |
| Bank of New York Mellon | Mar 2026 | 8.2k | $266k |
| MAI Wealth Advisors | Mar 2026 | 589.00 | $19k |
| UBS Group | Mar 2026 | 502.00 | $16k |