SOA Wealth Advisors, LLC. - COLLABORATIVE INVESTMNT SER ownership

COLLABORATIVE INVESTMNT SER's ticker is and the CUSIP is 19423L573. 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 0.3%.

Quarter-by-quarter ownership
SOA Wealth Advisors, LLC. ownership history of COLLABORATIVE INVESTMNT SER
ValueSharesWeighting
Q3 2023$4,171
-1.8%
1650.0%0.00%0.0%
Q2 2023$4,248
-0.5%
1650.0%0.00%0.0%
Q1 2023$4,268
+4.6%
1650.0%0.00%0.0%
Q4 2022$4,0821650.00%
Other shareholders
COLLABORATIVE INVESTMNT SER shareholders Q4 2022
NameSharesValueWeighting ↓
Belpointe Asset Management LLC 702,570$17,761,3911.84%
Family Management Corp 5,700$144,0990.03%
Stonebridge Capital Advisors LLC 500$12,6400.00%
SOA Wealth Advisors, LLC. 165$4,1710.00%
GTS SECURITIES LLC 30,138$761,9190.00%
AdvisorNet Financial, Inc 500$12,6400.00%
Global Retirement Partners, LLC 141$3,4890.00%
UBS Group AG 100$2,5280.00%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
View complete list of COLLABORATIVE INVESTMNT SER shareholders