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Tidal Tr Ii shares owned by BWM Planning

Quarter-by-quarter ownership of Tidal Tr Ii (RSBT) shares owned by BWM Planning from 13F filings

Historical chart of BWM Planning investment in Tidal Tr Ii

Tip: Access up to 7 years of quarterly data

All positions including Tidal Tr Ii held by BWM Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tidal Tr Ii by BWM Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.2M 185k 17.43
2025-06-30 $2.6M 159k 16.21
2025-03-31 $2.2M 127k 16.95
2024-12-31 $2.0M 121k 16.75
2024-09-30 $1.6M 88k 18.19

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American Centy Etf Tr Avantis All Int (AVNM)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ea Series Trust Us Quan Value (QVAL)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
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Ea Series Trust Us Quan Momentum (QMOM)
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Proshares Tr Sp500 Ex Enrgy (SPXE)
Ea Series Trust Alpha Architect (HIDE)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for BWM Planning

Top funds holding Tidal Tr Ii

Pensionmark Financial Group
Integrated Wealth Concepts
BWM Planning
Innova Wealth Partners
Professional Financial Advisors
Accurate Wealth Management
Jane Street
Betterment
Stratos Wealth Advisors
Fermata Advisors
Commonwealth Equity Services
Worth Asset Management
Farther Finance Advisors
Aptus Capital Advisors
CWM

View all funds holding Tidal Tr Ii