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Tidal Trust Iii shares owned by Carter Financial Group

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

Historical chart of Carter Financial Group investment in Tidal Trust Iii

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Tidal Trust Iii by Carter Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $331k 9.4k 35.13
2025-06-30 $211k 7.5k 28.13

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Top funds holding Tidal Trust Iii

Beaumont Financial Advisors
SFI Advisors
Tyche Wealth Partners
Gts Securities
U.S. Capital Wealth Advisors
Noble Wealth Management PBC
Napa Wealth Management
Fullcircle Wealth
Wealthstar Advisors
Carter Financial Group
Beck Capital Management
Jane Street
Brookwood Investment Group
Farther Finance Advisors
Berbice Capital Management

View all funds holding Tidal Trust Iii