COLLABORATIVE INVESTMNT SER's ticker is RDFI and the CUSIP is 19423L722. A total of 8 filers reported holding COLLABORATIVE INVESTMNT SER in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $23,590 | -1.0% | 1,049 | 0.0% | 0.00% | – |
| Q1 2023 | $23,835 | +404.1% | 1,049 | +399.5% | 0.00% | – |
| Q4 2022 | $4,728 | – | 210 | +2525.0% | 0.00% | – |
| Q3 2022 | $0 | – | 8 | 0.0% | 0.00% | – |
| Q2 2022 | $0 | – | 8 | 0.0% | 0.00% | – |
| Q1 2022 | $0 | -100.0% | 8 | -99.0% | 0.00% | – |
| Q4 2021 | $23,000 | -30.3% | 808 | -28.5% | 0.00% | – |
| Q3 2021 | $33,000 | -84.4% | 1,130 | -84.1% | 0.00% | – |
| Q2 2021 | $212,000 | – | 7,090 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Belpointe Asset Management LLC | 1,003,141 | $29,626,000 | 2.02% |
| SANDERS MORRIS HARRIS LLC | 12,882 | $380,000 | 0.07% |
| Arkadios Wealth Advisors | 1,549 | $45,000 | 0.01% |
| Newbridge Financial Services Group, Inc. | 343 | $10,000 | 0.01% |
| Private Advisor Group, LLC | 22,352 | $660,000 | 0.00% |
| Koshinski Asset Management, Inc. | 716 | $21,146,000 | 0.00% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% |
| American Portfolios Advisors | 213 | $6,291 | 0.00% |
| UBS Group AG | 1,882 | $56,000 | 0.00% |
| OSAIC HOLDINGS, INC. | 1,130 | $33,000 | 0.00% |