HFEQ β€” TIDAL TRUST I

Ownership history in Brady Martz Wealth Solutions, LLC  Β·  1 quarter on record

AI Ownership Summary

Brady Martz Wealth Solutions, LLC reported TIDAL TRUST I (HFEQ) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.09% in 2026 Q1. The latest visible filing shows HFEQ at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HFEQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Brady Martz Wealth Solutions, LLC's position in TIDAL TRUST I, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

HFEQ was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Brady Martz Wealth Solutions, LLC held HFEQ β€” position size vs. price
% of Fund (quarterly)    HFEQ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED 24,846 β€” β€” 0.09% $524K 2026-04-15 $22.49

🏒 Other funds also holding HFEQ

As of 2026 Q1 β€” sorted by position size

Tactive Advisors, LLC 0.23% Wealthcare Advisory Partners LLC 3Y 7Y 0.01% Global Wealth Strategies & Associates 3Y 0.0%

FAQ About Brady Martz Wealth Solutions, LLC and HFEQ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Brady Martz Wealth Solutions, LLC reported owning HFEQ?

Brady Martz Wealth Solutions, LLC reported HFEQ across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported HFEQ position in Brady Martz Wealth Solutions, LLC's portfolio?

The largest reported portfolio weight for HFEQ was 0.09% in 2026 Q1.

What is the latest reported HFEQ position on this page?

The most recent filing on this page is 2026 Q1, when Brady Martz Wealth Solutions, LLC reported 24,846 shares, equal to 0.09% of portfolio, with an estimated market value of $524K.

What does the chart on this HFEQ ownership page compare?

The chart compares Brady Martz Wealth Solutions, LLC's quarterly HFEQ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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