Ownership history in Centric Wealth Management · 6 quarters on record
This page tracks every 13F SEC filing in which Centric Wealth Management reported a position in TIDAL ETF TR (HAUS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 32,043 | -441 | -1.4% | 0.12% | $563K | $17.75 |
| 2025 Q3 | ADDED | 32,484 | +104 | +0.3% | 0.12% | $551K | $17.40 |
| 2025 Q2 | REDUCED | 32,380 | -305 | -0.9% | 0.13% | $563K | $17.62 |
| 2025 Q1 | ADDED | 32,685 | +2,032 | +6.6% | 0.17% | $638K | $18.67 |
| 2024 Q4 | ADDED | 30,653 | +2,494 | +8.9% | 0.16% | $575K | $17.95 |
| 2024 Q3 | INITIATED | 28,159 | — | — | 0.14% | $541K | $18.94 |
As of 2025 Q4 — sorted by position size