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Collaborative Investmnt Ser shares owned by SageView Advisory Group

Quarter-by-quarter ownership of Collaborative Investmnt Ser (RTAI) shares owned by SageView Advisory Group from 13F filings

Historical chart of SageView Advisory Group investment in Collaborative Investmnt Ser

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All positions including Collaborative Investmnt Ser held by SageView Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Collaborative Investmnt Ser by SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.2k 104 21.33

More positions owned by SageView Advisory Group

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPHY)
Ishares Tr National Mun Etf (MUB)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for SageView Advisory Group

Top funds holding Collaborative Investmnt Ser

Belpointe Asset Management
Gts Securities
Advisor Group Holdings
Sound Income Strategies
UBS Group
SageView Advisory Group

View all funds holding Collaborative Investmnt Ser