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Collaborative Investmnt Ser shares owned by Independent Wealth Network

Quarter-by-quarter ownership of Collaborative Investmnt Ser (RTRE) shares owned by Independent Wealth Network from 13F filings

Historical chart of Independent Wealth Network investment in Collaborative Investmnt Ser

Tip: Access up to 7 years of quarterly data

All positions including Collaborative Investmnt Ser held by Independent Wealth Network consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Collaborative Investmnt Ser by Independent Wealth Network

Quarter filed Position value Share count Share price at filing
2025-09-30 $603k 24k 25.41
2025-06-30 $556k 22k 25.09
2025-03-31 $557k 22k 25.04
2024-12-31 $499k 20k 24.65

More positions owned by Independent Wealth Network

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Caterpillar (CAT)
Spdr Series Trust Portfolio S&p500 (SPLG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Msci Acwi Etf (ACWI)
Ishares Tr Core Lt Usdb Etf (ILTB)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Chevron Corporation (CVX)
Dimensional Etf Trust Us Equity Market (DFUS)
Microsoft Corporation (MSFT)
Collaborative Investmnt Ser Rareview Dynamic (RDFI)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Silver Tr Ishares (SLV)

View all positions for Independent Wealth Network

Top funds holding Collaborative Investmnt Ser

Belpointe Asset Management
Astoria Portfolio Advisors
Hobbs Group Advisors
Citadel Advisors
Oregon Pacific Wealth Management
Independent Wealth Network
Latitude Advisors
Puff Wealth Management
AE Wealth Management

View all funds holding Collaborative Investmnt Ser