Insight Wealth Strategies »

Tidal Trust I shares owned by Insight Wealth Strategies

Quarter-by-quarter ownership of Tidal Trust I (HFGM) shares owned by Insight Wealth Strategies from 13F filings

Historical chart of Insight Wealth Strategies investment in Tidal Trust I

Tip: Access up to 7 years of quarterly data

All positions including Tidal Trust I held by Insight Wealth Strategies 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 I by Insight Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $660k 21k 31.61

More positions owned by Insight Wealth Strategies

Chevron Corporation (CVX)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Ishares Tr 10+ Yr Invst Grd (IGLB)
T Rowe Price Etf Floating Rate (TFLR)
Ishares Tr High Yld Systm B (HYDB)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Dimensional Etf Trust Inflation Prote (DFIP)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Lam Research Corp Com New (LRCX)

View all positions for Insight Wealth Strategies

Top funds holding Tidal Trust I

Napa Wealth Management
Christopher Weil & Company
HighTower Advisors
Brookwood Investment Group
CLG
CI Private Wealth
Invenio Wealth Partners
Oregon Pacific Wealth Management
Jane Street
Insight Wealth Strategies
Encompass More Asset Management
Gts Securities
Branch Banking & Trust Company
Envestnet Asset Management
Wealthcare Advisory Partners

View all funds holding Tidal Trust I