Dougherty Wealth Advisers »

Tidal Tr Ii shares owned by Dougherty Wealth Advisers

Quarter-by-quarter ownership of Tidal Tr Ii (YMAX) shares owned by Dougherty Wealth Advisers from 13F filings

Historical chart of Dougherty Wealth Advisers investment in Tidal Tr Ii

Tip: Access up to 7 years of quarterly data

All positions including Tidal Tr Ii held by Dougherty Wealth Advisers 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 Dougherty Wealth Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.7k 367 12.81
2025-06-30 $5.0k 367 13.76
2025-03-31 $4.9k 367 13.36

More positions owned by Dougherty Wealth Advisers

Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Vanguard Mid-cap Value Etf Etf (VOE)
Vanguard S&p Small-cap 600 Growth Etf Etf (VIOG)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Invesco Qqq Trust Series I Etf (QQQ)
Apple Stock (AAPL)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Vanguard Real Estate Etf Etf (VNQ)
Ishares S&p 100 Etf Etf (OEF)
Ishares Core S&p Small Cap Etf Etf (IJR)
Microsoft Corp Stock (MSFT)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Jpmorgan Chase & Co Stock (JPM)
Alphabet Inc Cap Stk Cl C Stock (GOOG)

View all positions for Dougherty Wealth Advisers

Top funds holding Tidal Tr Ii

Citadel Advisors
ZEGA Investments
Federation des caisses Desjardins du Quebec
Susquehanna International
Jane Street
ODonnell Financial Services
Group One Trading
SG Americas Securities
Manchester Financial
Renaissance Technologies
Winnow Wealth
Hrt Financial
Coppell Advisory Solutions
Authentikos Wealth Advisory
Mml Investors Services

View all funds holding Tidal Tr Ii