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Collaborative Investmnt Ser shares owned by Able Wealth Management

Quarter-by-quarter ownership of Collaborative Investmnt Ser (RSEE) shares owned by Able Wealth Management from 13F filings

Historical chart of Able Wealth Management investment in Collaborative Investmnt Ser

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Collaborative Investmnt Ser by Able Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $417k 13k 33.08
2025-06-30 $293k 9.7k 30.28

More positions owned by Able Wealth Management

Ishares Tr Short Treas Bd (SHV)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Putnam Etf Trust Focused Lar Cap (PVAL)
Ishares Tr Eafe Value Etf (EFV)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Ishares Tr Msci Acwi Etf (ACWI)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Angel Oak Funds Trust Oak Ultrashort (UYLD)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Ultra Short Dur (ICSH)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Us Gwt (IUSG)

View all positions for Able Wealth Management

Top funds holding Collaborative Investmnt Ser

Belpointe Asset Management
Clear Creek Financial Management
Janney Montgomery Scott
Gts Securities
Ascension Capital Advisors
Atria Investments
Able Wealth Management
Advisor Group Holdings
MAI Wealth Advisors
Geneos Wealth Management
UBS Group
AE Wealth Management

View all funds holding Collaborative Investmnt Ser