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Collaborative Investmnt Ser shares owned by SRS Capital Advisors

Quarter-by-quarter ownership of Collaborative Investmnt Ser (RTRE) shares owned by SRS Capital Advisors from 13F filings

Historical chart of SRS Capital Advisors investment in Collaborative Investmnt Ser

Tip: Access up to 7 years of quarterly data

All positions including Collaborative Investmnt Ser held by SRS Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Collaborative Investmnt Ser by SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $100 4 25.00

More positions owned by SRS Capital Advisors

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Comfort Systems USA (FIX)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Value Etf (VTV)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for SRS Capital Advisors

Top funds holding Collaborative Investmnt Ser

Belpointe Asset Management
Wells Fargo & Company
Goldman Sachs Group
Oregon Pacific Wealth Management
Citadel Advisors
PFG Advisors
Independent Wealth Network
Pensionmark Financial Group
Susquehanna International
Morgan Stanley
AE Wealth Management
SRS Capital Advisors

View all funds holding Collaborative Investmnt Ser