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Tidal Trust Iii shares owned by Sun Financial

Quarter-by-quarter ownership of Tidal Trust Iii shares owned by Sun Financial from 13F filings

Historical chart of Sun Financial investment in Tidal Trust Iii

Tip: Access up to 7 years of quarterly data

All positions including Tidal Trust Iii held by Sun Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tidal Trust Iii by Sun Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.4M 173k 25.55

More positions owned by Sun Financial

First Tr Exchange Traded Buywrit Incm Etf (FTHI)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
First Tr Exchange Traded Nasdaq Buywrite (FTQI)
First Tr Exchange-traded Core Investment (FTCB)
Tidal Trust Iii Fundstrat Granny
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Tidal Trust I Fundstrat Granny (GRNY)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
First Tr Exchange-traded SHS (QTEC)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)

View all positions for Sun Financial

Top funds holding Tidal Trust Iii

Kestra Private Wealth Services
Smith, Moore & Co.
Sun Financial
TD Waterhouse Canada
Game Plan Financial Advisors
Pinnacle Wealth Management
DKM Wealth Management
Emissary Wealth
BXM Wealth
Lee Johnson Capital Management
First Heartland Consultants
Concurrent Investment Advisors
Riggs Asset Managment
Institute For Wealth Management
E&G Advisors

View all funds holding Tidal Trust Iii