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Collaborative Investmnt Ser shares owned by Ascension Capital Advisors

Quarter-by-quarter ownership of Collaborative Investmnt Ser (RSEE) shares owned by Ascension Capital Advisors from 13F filings

Historical chart of Ascension Capital Advisors investment in Collaborative Investmnt Ser

Tip: Access up to 7 years of quarterly data

All positions including Collaborative Investmnt Ser held by Ascension Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Collaborative Investmnt Ser by Ascension Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $715k 22k 33.08
2025-06-30 $664k 22k 30.28
2025-03-31 $589k 21k 27.60
2024-12-31 $602k 21k 28.49
2024-09-30 $697k 22k 31.48
2024-03-31 $603k 22k 27.81

More positions owned by Ascension Capital Advisors

First Tr Exchange Traded Risng Divd Achiv (RDVY)
Federated Hermes Etf Trust Us Strategic Div (FDV)
Ark Etf Tr Innovation Etf (ARKK)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Simplify Exchange Traded Fun Simplify Opport (CRDT)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Residential Mult (REZ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Series Trust Portfolio S&p500 (SPLG)
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)

View all positions for Ascension Capital Advisors

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