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Collaborative Investmnt Ser shares owned by AE Wealth Management

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

Historical chart of AE Wealth Management investment in Collaborative Investmnt Ser

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.3M 145k 22.83
2025-06-30 $3.6M 158k 22.59
2025-03-31 $4.1M 197k 20.62
2024-12-31 $7.8M 356k 21.92
2024-09-30 $8.8M 403k 21.88
2024-06-30 $14M 623k 21.68
2024-03-31 $16M 733k 22.01
2023-12-31 $26M 1.2M 20.74
2023-09-30 $33M 1.7M 18.78
2023-06-30 $36M 1.8M 19.92
2023-03-31 $44M 2.2M 19.44
2022-12-31 $60M 3.1M 19.55
2022-09-30 $52M 2.7M 19.43
2022-06-30 $55M 2.7M 20.31

More positions owned by AE Wealth Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
American Centy Etf Tr Avantis Core Fi (AVIG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Broadcom (AVGO)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
JPMorgan Chase & Co. (JPM)

View all positions for AE Wealth Management

Top funds holding Collaborative Investmnt Ser

AE Wealth Management
Rogco
Morgan Stanley

View all funds holding Collaborative Investmnt Ser