Purchases and Sales Made in Q3 2025 in Collaborative Invt Ser Tr Adap (RULE)
This table provides information about the institutional ownership of Collaborative Invt Ser Tr Adap (RULE) during Q3 2025. The information is specifically focused on institutions that hold shares of COLLABORATIVE INVT SER TR ADAP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
1.16KNew |
$25.7K - $26.7K
|
1.16K
$26.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-13.8K- 8.72% |
$306K - $318K
|
145K
$3.27M
|