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Collaborative Investmnt Ser shares owned by Lloyd Advisory Services

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

Historical chart of Lloyd Advisory Services investment in Collaborative Investmnt Ser

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

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Quarterly reported holdings in Collaborative Investmnt Ser by Lloyd Advisory Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.9k 55 34.80

More positions owned by Lloyd Advisory Services

Spdr Series Trust State Street Spd (SPYM)
Aim Etf Products Trust U S Lrgcp 6m Apr (SIXO)
Aim Etf Products Trust Allianzim Us Equ (OCTW)
Aim Etf Products Trust Allianzim Us Lrg (SEPW)
Simplify Exchange Traded Fun Short Term Trea (TUA)
Aim Etf Products Trust Us Lrgcp B20 Jul (JULW)
Aim Etf Products Trust Allianzim Us Equ (DECU)
Elevation Series Trust Trueshares Quart (QBER)
Elevation Series Trust Trueshares Struc (SEPZ)
Elevation Series Trust Trueshares Seaso (ONEZ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)
Pimco Etf Tr Ultra Short Govt (BILZ)
Elevation Series Trust Trueshares Strcd (JANZ)
Elevation Series Trust Trueshares Dec (DECZ)

View all positions for Lloyd Advisory Services

Top funds holding Collaborative Investmnt Ser

Belpointe Asset Management
AE Wealth Management
Gts Securities
FSA Advisors
Rogco
Lloyd Advisory Services
UBS Group

View all funds holding Collaborative Investmnt Ser