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Tidal Tr Ii shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Tidal Tr Ii (RSSB) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Tidal Tr Ii

Tip: Access up to 7 years of quarterly data

All positions including Tidal Tr Ii held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tidal Tr Ii by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2025-09-30 $26M 912k 28.18
2025-06-30 $22M 850k 26.21
2025-03-31 $21M 913k 23.43
2024-12-31 $26M 1.1M 23.24
2024-09-30 $26M 1.0M 24.98
2024-06-30 $23M 1.0M 22.69
2024-03-31 $18M 789k 22.43

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View all positions for Integrated Wealth Concepts

Top funds holding Tidal Tr Ii

CWM
WJ Interests
Integrated Wealth Concepts
Commonwealth Equity Services
Aspect Partners
BLVD Private Wealth
Pensionmark Financial Group
Avos Capital Management
Wealthcare Advisory Partners
Oregon Pacific Wealth Management
Accurate Wealth Management
Professional Financial Advisors
Fermata Advisors
Worth Asset Management
Napa Wealth Management

View all funds holding Tidal Tr Ii