Filing Research | COLLABORATIVE INVESTMNT SER Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

3 / 3 loaded

#		Instrument	quantity
1	Oregon Pacific Wealth Management, LLC	Shares	48.7KSH	$1.2M
2	PFG Advisors	Shares	29.8KSH	$744.2K
3	Independent Wealth Network Inc.	Shares	27.1KSH	$677.8K

Manager changes2026-06-30 vs 2026-03-31

4 / 4 loaded

#		Instrument
1	PFG Advisors added	Shares	+21.8K	+$543.7K	$744.2K
2	Independent Wealth Network Inc. added	Shares	+98	+$1.2K	$677.8K
3	Sound Income Strategies, LLC exited	Shares	-932	-$23.3K	$0
4	Oregon Pacific Wealth Management, LLC trimmed	Shares	-9.8K	-$247.5K	$1.2M

Filing Research | COLLABORATIVE INVESTMNT SER Institutional Holdings