COLLABORATIVE INVESTMNT SER

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SNAV·19423L524·US·ETF·Unknown - Unknown

SNAV (COLLABORATIVE INVESTMNT SER) is held by 2 institutional investors as of Q1 2026. Largest holders: AE Wealth Management LLC ($3.1M), UBS Group AG ($209). Net institutional sentiment: Mixed.

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	87,938(-0.9%)	$3.1M	0.0%	+35.73%	0
UBS Group AG	Increased	6(+50.0%)	$209	0.0%	+8.94%	11
MORGAN STANLEY	Exited	0(-100.0%)	$769	0.0%	+4.60%	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