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Tidal Trust Iii shares owned by ATX Financial Planning

Quarter-by-quarter ownership of Tidal Trust Iii (AIS) shares owned by ATX Financial Planning from 13F filings

Historical chart of ATX Financial Planning investment in Tidal Trust Iii

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Tidal Trust Iii by ATX Financial Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $303k 8.0k 37.77

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Proshares Tr Ultrapro Qqq (TQQQ)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)

View all positions for ATX Financial Planning

Top funds holding Tidal Trust Iii

Beaumont Financial Advisors
SFI Advisors
Fortress Wealth Group
Tyche Wealth Partners
Goss Wealth Management
Gts Securities
U.S. Capital Wealth Advisors
LPL Financial
Noble Wealth Management PBC
Aurora Private Wealth
Napa Wealth Management
Fullcircle Wealth
Wealthstar Advisors
Carter Financial Group
ATX Financial Planning

View all funds holding Tidal Trust Iii