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Collaborative Investmnt Ser shares owned by Wealthedge Investment Advisors

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

Historical chart of Wealthedge Investment Advisors investment in Collaborative Investmnt Ser

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Collaborative Investmnt Ser by Wealthedge Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.1M 28k 39.55

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Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
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Pgim Etf Tr Aaa Clo Etf (PAAA)
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View all positions for Wealthedge Investment Advisors

Top funds holding Collaborative Investmnt Ser

Belpointe Asset Management
Clear Creek Financial Management
Janney Montgomery Scott
Ascension Capital Advisors
Wells Fargo & Company
Wealthedge Investment Advisors
Atria Investments
Able Wealth Management
Advisor Group Holdings
Farther Finance Advisors
Jpmorgan Chase & Co
Geneos Wealth Management
AE Wealth Management
SRS Capital Advisors

View all funds holding Collaborative Investmnt Ser