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Collaborative Investmnt Ser shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Collaborative Investmnt Ser (RTRE) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in Collaborative Investmnt Ser

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All positions including Collaborative Investmnt Ser held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Collaborative Investmnt Ser by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $524k 21k 25.24

More positions owned by Pensionmark Financial Group

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Spdr Series Trust State Street Spd (SPYM)
NVIDIA Corporation (NVDA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Meta Platforms Cl A (META)
Ishares Tr S&p 500 Grwt Etf (IVW)
Broadcom (AVGO)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Pensionmark Financial Group

Top funds holding Collaborative Investmnt Ser

Belpointe Asset Management
Astoria Portfolio Advisors
Hobbs Group Advisors
Citadel Advisors
Puff Wealth Management
Oregon Pacific Wealth Management
Independent Wealth Network
Latitude Advisors
Pensionmark Financial Group
Jane Street
Silverlake Wealth Management
GeoWealth Management
AE Wealth Management

View all funds holding Collaborative Investmnt Ser