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 | 1.5M | $38M | 8% | Jun 2026 |
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| Hobbs Group Advisors | 159k | $4.0M | 2% | Mar 2026 |
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| Oregon Pacific Wealth Management | 59k | $1.5M | 87% | Mar 2026 |
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| PFG Advisors | 30k | $744k | 272% | Jun 2026 |
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| Independent Wealth Network | 27k | $677k | 1% | Mar 2026 |
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| Pensionmark Financial Group | 22k | $541k | 4% | Mar 2026 |
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| Citadel Advisors | 19k | $475k | 100% | Mar 2026 |
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| Silverlake Wealth Management | 15k | $371k | 26% | Mar 2026 |
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| Jane Street | 9.7k | $243k | -33% | Mar 2026 |
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| Morgan Stanley | 3.9k | $98k | 100% | Mar 2026 |
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| Sound Income Strategies | 932.00 | $23k | 100% | Mar 2026 |
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| UBS Group | 59.00 | $1.5k | 100% | Mar 2026 |
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| AE Wealth Management | 7.00 | $175.000000 | 0% | Mar 2026 |
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Who sold out of Collaborative Investmnt Ser?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Astoria Portfolio Advisors | Mar 2026 | 242k | $6.1M |
| Puff Wealth Management | Dec 2025 | 35k | $874k |
| Latitude Advisors | Mar 2026 | 25k | $626k |
| GeoWealth Management | Mar 2026 | 12k | $303k |