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Tidal Tr Ii shares owned by Planning Project

Quarter-by-quarter ownership of Tidal Tr Ii (XMAG) shares owned by Planning Project from 13F filings

Historical chart of Planning Project investment in Tidal Tr Ii

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Tidal Tr Ii by Planning Project

Quarter filed Position value Share count Share price at filing
2026-06-30 $363k 14k 26.03

More positions owned by Planning Project

Ishares Tr Exchange Trade Fund (IVV)
Ishares Tr Exchange Trade Fund (IEFA)
Ishares Tr Exchange Trade Fund (AGG)
Ishares Tr Exchange Trade Fund (IJH)
Ishares Tr Exchange Trade Fund (LQD)
Ishares Tr Exchange Trade Fund (IJR)
Exxon Mobil Corp Stock (XOM)
Vanguard Scottsdale Fds Exchange Trade Fund (VOO)
Linde Stock (LIN)
Vanguard Scottsdale Fds Exchange Trade Fund (VEA)
Vanguard Bd Index Fds Exchange Trade Fund (BND)
Vanguard Scottsdale Fds Exchange Trade Fund (VOOG)
Conocophillips Stock (COP)
Vanguard Scottsdale Fds Exchange Trade Fund (VO)
Walmart Stock (WMT)

View all positions for Planning Project

Top funds holding Tidal Tr Ii

TTP Investments
Envestnet Asset Management
Pinnacle Financial Partners
Wealthcare Advisory Partners
Brookstone Capital Management
Cresset Asset Management
MLP3
Mather Group
Green Square Capital
Strategic Blueprint
Geometric Wealth Advisors
Susquehanna International
Principal Securities
Cedar Wealth Management
Cambridge Investment Research Advisors

View all funds holding Tidal Tr Ii