COLLABORATIVE INVESTMNT SER's ticker is RDFI and the CUSIP is 19423L722. A total of 10 filers reported holding COLLABORATIVE INVESTMNT SER in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,081 | -20.1% | 430 | -14.0% | 0.00% | – |
| Q1 2023 | $11,361 | -82.7% | 500 | -82.8% | 0.00% | – |
| Q4 2022 | $65,549 | +162.2% | 2,912 | +172.7% | 0.00% | – |
| Q2 2022 | $25,000 | -43.2% | 1,068 | -31.6% | 0.00% | – |
| Q4 2021 | $44,000 | -21.4% | 1,562 | -17.0% | 0.00% | – |
| Q3 2021 | $56,000 | – | 1,882 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Belpointe Asset Management LLC | 347,090 | $7,329,972 | 0.76% |
| Independent Wealth Network Inc. | 36,670 | $774,408 | 0.48% |
| SANDERS MORRIS HARRIS LLC | 11,025 | $232,829 | 0.05% |
| SOA Wealth Advisors, LLC. | 189 | $3,991 | 0.00% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% |
| JPMORGAN CHASE & CO | 240 | $5,068 | 0.00% |
| Global Retirement Partners, LLC | 207 | $4,284 | 0.00% |
| UBS Group AG | 430 | $9,081 | 0.00% |