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Collaborative Investmnt Ser shares owned by Oregon Pacific Wealth Management

Quarter-by-quarter ownership of Collaborative Investmnt Ser (RTRE) shares owned by Oregon Pacific Wealth Management from 13F filings

Historical chart of Oregon Pacific Wealth Management investment in Collaborative Investmnt Ser

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Collaborative Investmnt Ser by Oregon Pacific Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $945k 37k 25.41

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Microsoft Corporation (MSFT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ea Series Trust Astoria Us Quali (GQQQ)
Ea Series Trust Astoria Us Equal (ROE)
Ea Series Trust Astoria Dynamic (AGGA)
Tidal Tr Ii Ret Stckd Gl Stk (RSSB)
Spdr Series Trust Portfli Intrmdit (SPTI)
Doubleline Etf Trust Mortgage Etf (DMBS)
Spdr Series Trust Portfolio S&p500 (SPLG)
Investment Managers Ser Tr I Astoria Real (PPI)
Ishares Core Msci Emkt (IEMG)
Oracle Corporation (ORCL)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Series Trust Portfolio Ln Tsr (SPTL)
Tidal Trust I Unlimited Hfgm (HFGM)

View all positions for Oregon Pacific Wealth Management

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