Who owns COLLABORATIVE INVESTMNT SER?

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Analyze quarterly positions in Collaborative Investmnt Ser with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Collaborative Investmnt Ser stock

Who bought or sold COLLABORATIVE INVESTMNT SER this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Gts Securities 22k $467k 15% Jun 2026
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Wells Fargo & Company 20k $433k 100% Jun 2026
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Susquehanna International 9.2k $200k 100% Jun 2026
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Advisor Group Holdings 4.9k $107k -9% Jun 2026
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UBS Group 3.6k $78k 470% Jun 2026
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Who sold out of Collaborative Investmnt Ser?

Fund or Company Name Date Sold Shares Held Valued At
Belpointe Asset Management Mar 2026 43k $887k