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Tidal Tr Ii shares owned by Straight Path Wealth Management

Quarter-by-quarter ownership of Tidal Tr Ii (ULTY) shares owned by Straight Path Wealth Management from 13F filings

Historical chart of Straight Path Wealth Management investment in Tidal Tr Ii

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Tidal Tr Ii by Straight Path Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $124k 12k 10.59
2024-06-30 $158k 12k 13.49

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Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
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Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
Kraneshares Trust Quadrtc Int Rt (IVOL)
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Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Straight Path Wealth Management

Top funds holding Tidal Tr Ii

Belvedere Trading
Citadel Advisors
Castleview Partners
Simplex Trading
Zega Financial
Toroso Investments
VisionPoint Advisory Group
Wealth Alliance Advisory Group
Tucker Asset Management
Straight Path Wealth Management
Coppell Advisory Solutions
Pin Oak Investment Advisors
Farther Finance Advisors
Morgan Stanley

View all funds holding Tidal Tr Ii