SOA Wealth Advisors, LLC. - COLLABORATIVE INVESTMNT SER ownership

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%.

Quarter-by-quarter ownership
SOA Wealth Advisors, LLC. ownership history of COLLABORATIVE INVESTMNT SER
ValueSharesWeighting
Q3 2023$2,699
-6.8%
1090.0%0.00%0.0%
Q2 2023$2,896
+6.2%
1090.0%0.00%0.0%
Q1 2023$2,727
+4.7%
1090.0%0.00%0.0%
Q4 2022$2,6041090.00%
Other shareholders
COLLABORATIVE INVESTMNT SER shareholders Q4 2022
NameSharesValueWeighting ↓
Belpointe Asset Management LLC 946,006$22,603,3001.37%
Engrave Wealth Partners LLC 104,602$2,579,2450.90%
SOA Wealth Advisors, LLC. 109$2,6040.00%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
UBS Group AG 454$10,8460.00%
View complete list of COLLABORATIVE INVESTMNT SER shareholders