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Tidal Tr Ii shares owned by BWM Planning

Quarter-by-quarter ownership of Tidal Tr Ii (RSST) 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 $5.1M 194k 26.46
2025-06-30 $4.4M 187k 23.32
2025-03-31 $3.6M 161k 22.09
2024-12-31 $3.4M 143k 23.90
2024-09-30 $3.0M 124k 24.50

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Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
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)
Apple (AAPL)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ea Series Trust Us Quan Momentum (QMOM)
Ishares Tr Core S&p500 Etf (IVV)
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

CWM
Envestnet Asset Management
Continuum Wealth Advisors
Mml Investors Services
Commonwealth Equity Services
Pensionmark Financial Group
Sigma Planning
Integrated Wealth Concepts
Professional Financial Advisors
WJ Interests
BWM Planning
Innova Wealth Partners
Private Advisory
Accurate Wealth Management
Planned Solutions

View all funds holding Tidal Tr Ii