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Tidal Trust Iii shares owned by Kellett Schaffner Wealth Advisors

Quarter-by-quarter ownership of Tidal Trust Iii shares owned by Kellett Schaffner Wealth Advisors from 13F filings

Historical chart of Kellett Schaffner Wealth Advisors investment in Tidal Trust Iii

Tip: Access up to 7 years of quarterly data

All positions including Tidal Trust Iii held by Kellett Schaffner Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tidal Trust Iii by Kellett Schaffner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $235k 11k 21.35

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Innovator Etfs Trust Us Eqty Ultra B (USEP)
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Procter & Gamble Company (PG)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)
Innovator Etfs Trust Us Eqty Ultra B (UDEC)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)

View all positions for Kellett Schaffner Wealth Advisors

Top funds holding Tidal Trust Iii

Susquehanna International
Gts Securities
Commonwealth Equity Services
Kellett Schaffner Wealth Advisors
Franklin Resources
Northwestern Mutual Wealth Management Company
Glass Jacobson Investment Advisors
Accredited Wealth Management
Signature

View all funds holding Tidal Trust Iii