Pensionmark Financial Group »

Tidal Tr Ii shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Tidal Tr Ii (RSST) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in Tidal Tr Ii

Tip: Access up to 7 years of quarterly data

All positions including Tidal Tr Ii held by Pensionmark Financial Group 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 Tr Ii by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.1M 125k 24.51
2024-03-31 $422k 18k 23.37
2023-12-31 $485k 24k 20.21

More positions owned by Pensionmark Financial Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Ishares Tr National Mun Etf (MUB)
American Centy Etf Tr Us Eqt Etf (AVUS)
Microsoft Corporation (MSFT)
Ishares Tr Rusel 2500 Etf (SMMD)
Alphabet Cap Stk Cl C (GOOG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr S&P SML 600 GWT (IJT)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Pensionmark Financial Group

Top funds holding Tidal Tr Ii

CWM
Orion Portfolio Solutions
Cambridge Investment Research Advisors
Continuum Wealth Advisors
Mml Investors Services
Envestnet Asset Management
Integrated Wealth Concepts
Private Advisory
Professional Financial Advisors
Sigma Planning
Pensionmark Financial Group
BWM Planning
BlackDiamond Wealth Management
Oppenheimer & Co
RHS Financial

View all funds holding Tidal Tr Ii