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Collaborative Investmnt Ser shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth Advisors investment in Collaborative Investmnt Ser

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Collaborative Investmnt Ser by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $20k 589 33.08

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth 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