Engrave Wealth Partners LLC - COLLABORATIVE INVESTMNT SER ownership

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COLLABORATIVE INVESTMNT SER's ticker is and the CUSIP is 19423L540. A total of 5 filers reported holding COLLABORATIVE INVESTMNT SER in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

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Quarter-by-quarter ownership
Engrave Wealth Partners LLC ownership history of COLLABORATIVE INVESTMNT SER
ValueSharesWeighting
Q1 2023$368,368
-85.7%
14,950
-85.7%
0.12%
-86.2%
Q4 2022$2,579,245
+459.5%
104,602
+457.2%
0.90%
+314.8%
Q3 2022$461,000–18,772–0.22%–
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Other shareholders
COLLABORATIVE INVESTMNT SER shareholders Q4 2022
NameSharesValueWeighting ↓
Belpointe Asset Management LLC 706,486$17,494,3631.81%
Family Management Corp 5,875$145,4800.03%
Sowell Financial Services LLC 13,275$329,0000.02%
GTS SECURITIES LLC 21,994$544,6150.00%
SOA Wealth Advisors, LLC. 109$2,6990.00%
UBS Group AG 279$6,9090.00%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
OSAIC HOLDINGS, INC. 500$12,3810.00%
View complete list of COLLABORATIVE INVESTMNT SER shareholders