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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
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)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ark Etf Tr Innovation Etf (ARKK)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Residential Mult (REZ)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Exxon Mobil Corporation (XOM)
Grayscale Bitcoin Tr Btc 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
Ascension Capital Advisors
Susquehanna International
Sowell Financial Services
Wealthcare Advisory Partners
Advisor Group Holdings

View all funds holding Collaborative Investmnt Ser