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Collaborative Investmnt Ser shares owned by Elevation Capital Advisory

Quarter-by-quarter ownership of Collaborative Investmnt Ser (SNAV) shares owned by Elevation Capital Advisory from 13F filings

Historical chart of Elevation Capital Advisory investment in Collaborative Investmnt Ser

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Collaborative Investmnt Ser by Elevation Capital Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.2M 70k 31.01
2024-06-30 $13M 424k 29.67

More positions owned by Elevation Capital Advisory

Collaborative Investmnt Ser Mindful Cnsrvtv (MFUL)
RBB Motley Fol Etf (TMFC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Global X Fds Conscious Cos (KRMA)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Msci Usa Mmentm (MTUM)
American Centy Etf Tr Us Quality Grow (QGRO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Msci Usa Esg Slc (SUSA)
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Spdr Ser Tr Ssga Us Lrg Etf (LGLV)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)

View all positions for Elevation Capital Advisory

Top funds holding Collaborative Investmnt Ser

AE Wealth Management
Belpointe Asset Management
Gts Securities
Elevation Capital Advisory
Susquehanna International
Citadel Advisors

View all funds holding Collaborative Investmnt Ser