Who owns COLLABORATIVE INVESTMNT SER?
- Ticker: RTRE
- CUSIP Number: 19423l441
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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 |
|---|---|---|---|---|---|
| Belpointe Asset Management | 1.4M | $36M | 22% | Mar 2026 |
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| Astoria Portfolio Advisors | 242k | $6.1M | -27% | Mar 2026 |
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| Hobbs Group Advisors | 156k | $3.9M | 10% | Dec 2025 |
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| Oregon Pacific Wealth Management | 59k | $1.5M | 87% | Mar 2026 |
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| Puff Wealth Management | 35k | $874k | 204% | Dec 2025 |
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| Independent Wealth Network | 27k | $677k | 1% | Mar 2026 |
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| Latitude Advisors | 25k | $626k | 6% | Mar 2026 |
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| Pensionmark Financial Group | 22k | $541k | 4% | Mar 2026 |
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| Silverlake Wealth Management | 15k | $371k | 26% | Mar 2026 |
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| Jane Street | 15k | $366k | 100% | Dec 2025 |
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| GeoWealth Management | 11k | $284k | 100% | Dec 2025 |
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| Sound Income Strategies | 932.00 | $23k | 100% | Mar 2026 |
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| AE Wealth Management | 7.00 | $176.999900 | 0% | Dec 2025 |
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Who sold out of Collaborative Investmnt Ser?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Citadel Advisors | Sep 2025 | 43k | $1.1M |