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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
2025-03-31 $1.2M 39k 29.81
2024-12-31 $1.7M 57k 30.24
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)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Principal Exchange Traded Us Mega Cp Etf (USMC)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Global X Fds Conscious Cos (KRMA)
Invesco Exchange Traded Fd T Buyback Achiev (PKW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Ishares Tr Msci Usa Min Vol (USMV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)

View all positions for Elevation Capital Advisory

Top funds holding Collaborative Investmnt Ser

Belpointe Asset Management
AE Wealth Management
Gts Securities
FSA Advisors
Rogco

View all funds holding Collaborative Investmnt Ser