Napa Wealth Management »

Tidal Trust Iii shares owned by Napa Wealth Management

Quarter-by-quarter ownership of Tidal Trust Iii (AIS) shares owned by Napa Wealth Management from 13F filings

Historical chart of Napa Wealth Management investment in Tidal Trust Iii

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Tidal Trust Iii by Napa Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $528k 15k 35.13
2025-06-30 $939k 33k 28.13
2025-03-31 $2.2M 102k 21.54

More positions owned by Napa Wealth Management

Pacer Fds Tr Wealthshield (PWS)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Series Portfolios Tr Adaptiv Select (ADPV)
Tidal Trust I Unlimited Hfeq E
Pacer Fds Tr Trendpilot Us Bd (PTBD)
Tidal Trust I Unlimited Hfgm (HFGM)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Simplify Exchange Traded Fun Managed Futures (CTA)
Ishares Gold Tr Shares Represent (IAUM)
Ishares Tr Tips Bd Etf (TIP)
Ea Series Trust Bridges Cap Tact (BDGS)
Pacer Fds Tr Trendpilot Fd (TRND)
NVIDIA Corporation (NVDA)
Global X Fds Bitcoin Trend St (BTRN)

View all positions for Napa Wealth Management

Top funds holding Tidal Trust Iii

Altfest L J & Co
Beaumont Financial Advisors
SFI Advisors
Tyche Wealth Partners
Gts Securities
U.S. Capital Wealth Advisors
Napa Wealth Management
Fullcircle Wealth
Wealthstar Advisors
Carter Financial Group
Beck Capital Management
Jane Street
Farther Finance Advisors
Berbice Capital Management
Harbour Investments

View all funds holding Tidal Trust Iii