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Collaborative Investmnt Ser shares owned by Puff Wealth Management

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

Historical chart of Puff Wealth Management investment in Collaborative Investmnt Ser

Tip: Access up to 7 years of quarterly data

All positions including Collaborative Investmnt Ser held by Puff 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 Puff Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $289k 11k 25.41
2025-06-30 $374k 15k 25.09
2025-03-31 $287k 12k 25.04

More positions owned by Puff Wealth Management

Apple (AAPL)
Ea Series Trust Astoria Us Quali (GQQQ)
Spdr Series Trust Portfli Intrmdit (SPTI)
Meta Platforms Cl A (META)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Rba Indl Etf (AIRR)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Amazon (AMZN)
Ea Series Trust Ea Astoria Dynmc (AGGA)
First Tr Exchange-traded No Amer Energy (EMLP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ea Series Trust Astoria Us Equal (ROE)
Investment Managers Ser Tr I Astoria Real (PPI)

View all positions for Puff 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