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Tidal Tr Ii shares owned by Planned Solutions

Quarter-by-quarter ownership of Tidal Tr Ii (RSST) shares owned by Planned Solutions from 13F filings

Historical chart of Planned Solutions investment in Tidal Tr Ii

23:59:59.999Dec 30, 202423:59:59.999500:00:00Dec 31, 202400:00:00.000500:00:00.0012.998971M2.9989715M2.998972M2.9989725M2.998973M125.479k125.4795k125.48k125.4805k125.481k
Value ($)Share countHistorical RSST position of Planned Solutions Source: stockzoa.comValue ($)Share count

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

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Quarterly reported holdings in Tidal Tr Ii by Planned Solutions

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.0M 126k 23.90

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Invesco Qqq Trust Series I Etf (QQQ)
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)
Jp Morgan Us Value Factor Etf Etf (JVAL)
Invesco S&p 500 Garp Etf Etf (SPGP)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Ishares Core Msci Eafe Etf Etf (IEFA)
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO)
Ishares Large Cap Deep Buffer Etf Etf (IVVB)
Illinois Tool Wks Stock (ITW)
Elastic N V Ord Stock (ESTC)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)

View all positions for Planned Solutions

Top funds holding Tidal Tr Ii

CWM
Orion Portfolio Solutions
Continuum Wealth Advisors
Envestnet Asset Management
Mml Investors Services
Private Advisory
Sigma Planning
Integrated Wealth Concepts
Oregon Pacific Wealth Management
Professional Financial Advisors
Innova Wealth Partners
BWM Planning
Cambridge Investment Research Advisors
Planned Solutions
BlackDiamond Wealth Management

View all funds holding Tidal Tr Ii