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Tidal Trust Iii shares owned by New England Private Wealth Advisors

Quarter-by-quarter ownership of Tidal Trust Iii (AIS) shares owned by New England Private Wealth Advisors from 13F filings

Historical chart of New England Private Wealth Advisors investment in Tidal Trust Iii

Tip: Access up to 7 years of quarterly data

All positions including Tidal Trust Iii held by New England Private 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 New England Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $523k 7.8k 67.28

More positions owned by New England Private Wealth Advisors

Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exchange-traded SHS (FVD)
Broadstone Net Lease (BNL)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Capital Group Dividend Value Shs Creat Unit (CGDV)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Vaneck Etf Trust Real Assets Etf (RAAX)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)

View all positions for New England Private Wealth Advisors

Top funds holding Tidal Trust Iii

Gradient Investments
Beaumont Financial Advisors
Citadel Advisors
Fortress Wealth Group
Tyche Wealth Partners
Jane Street
Goss Wealth Management
Gts Securities
LPL Financial
Mml Investors Services
SFI Advisors
Carter Financial Group
Mather Group
Noble Wealth Management PBC
Mattson Financial Services

View all funds holding Tidal Trust Iii