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Tidal Trust Iii shares owned by SageView Advisory Group

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

Historical chart of SageView Advisory Group investment in Tidal Trust Iii

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Tidal Trust Iii by SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $31k 818 37.77

More positions owned by SageView Advisory Group

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPHY)
Ishares Tr National Mun Etf (MUB)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for SageView Advisory Group

Top funds holding Tidal Trust Iii

Beaumont Financial Advisors
SFI Advisors
Fortress Wealth Group
Tyche Wealth Partners
Goss Wealth Management
U.S. Capital Wealth Advisors
LPL Financial
Noble Wealth Management PBC
Commonwealth Equity Services
Aurora Private Wealth
Steel Peak Wealth Management
Napa Wealth Management
Fullcircle Wealth
Jane Street
Wealthstar Advisors

View all funds holding Tidal Trust Iii