COLLABORATIVE INVESTMNT SER

CNAV (COLLABORATIVE INVESTMNT SER) is held by 2 institutional investors as of Q1 2026. Largest holders: AE Wealth Management LLC ($13.9M), UBS Group AG ($7,832). Net institutional sentiment: Bearish.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (2)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
AE Wealth Management LLC	Decreased	446,248(-0.4%)	$13.9M	0.1%	+63.80%	0
UBS Group AG	Decreased	252(-54.6%)	$7,832	0.0%	+54.16%	0

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer