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Tidal Trust Iii shares owned by UMA Financial Services

Quarter-by-quarter ownership of Tidal Trust Iii (RMOP) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Tidal Trust Iii

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Tidal Trust Iii by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $31k 1.3k 24.94
2025-06-30 $31k 1.3k 24.50

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

Top funds holding Tidal Trust Iii

Rockefeller Capital Management
Envestnet Asset Management
Manning & Napier Advisors
SCBT Financial Corporation
LPL Financial
Geneos Wealth Management
Goldman Sachs Group
Jane Street
Steward Partners Investment Advisory
Stifel Financial
Diversify Advisory Services
Brian McDonald
UBS Group
UMA Financial Services
Hartland & Co

View all funds holding Tidal Trust Iii