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Collaborative Investmnt Ser shares owned by Sound Income Strategies

Quarter-by-quarter ownership of Collaborative Investmnt Ser (RTAI) shares owned by Sound Income Strategies from 13F filings

Historical chart of Sound Income Strategies investment in Collaborative Investmnt Ser

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All positions including Collaborative Investmnt Ser held by Sound Income Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Collaborative Investmnt Ser by Sound Income Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $11k 506 21.31

More positions owned by Sound Income Strategies

Sixth Street Specialty Lending Cef (TSLX)
Ares Capital Corp Cef (ARCC)
Hercules Capital Cef (HTGC)
Golub Cap Bdc Cef (GBDC)
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)
Blue Owl Capital Corporation Cef (OBDC)
Vaneck Emerging Markets High Yield Bond Etf Etf (HYEM)
Ishares J.p. Morgan Em High Yield Bond Etf Etf (EMHY)
Pennantpark Floating Rate Cap Cef (PFLT)
Blackstone Secd Lending Cef (BXSL)
Citigroup Stock (C)
Sound Enhanced Fixed Income Etf Etf (FXED)
Enbridge Stock (ENB)
Abbvie Stock (ABBV)
Cisco Sys Stock (CSCO)

View all positions for Sound Income Strategies

Top funds holding Collaborative Investmnt Ser

Belpointe Asset Management
Advisor Group Holdings
Sound Income Strategies
UBS Group

View all funds holding Collaborative Investmnt Ser