HAUS β€” TIDAL ETF TR

Ownership history in Centric Wealth Management  Β·  6 quarters on record

AI Ownership Summary

Centric Wealth Management reported TIDAL ETF TR (HAUS) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.17% in 2025 Q1. The latest visible filing shows HAUS at 0.12% 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 HAUS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Centric Wealth Management's position in TIDAL ETF TR, 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
2025 Q4

HAUS was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% in 2025 Q1

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

Time in book
Holding Window
2024 Q3 to 2025 Q4

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 Centric Wealth Management held HAUS β€” position size vs. price
% of Fund (quarterly)    HAUS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 32,043 -441 -1.4% 0.12% $563K 2026-02-14 (Est.) $18.37
2025 Q3 ADDED 32,484 +104 +0.3% 0.12% $551K 2025-11-04 $17.07
2025 Q2 REDUCED 32,380 -305 -0.9% 0.13% $563K 2025-08-12 $16.92
2025 Q1 ADDED 32,685 +2,032 +6.6% 0.17% $638K 2025-05-15 $17.85
2024 Q4 ADDED 30,653 +2,494 +8.9% 0.16% $575K 2025-02-12 $17.88
2024 Q3 INITIATED 28,159 β€” β€” 0.14% $541K 2024-11-14 $18.65

FAQ About Centric Wealth Management and HAUS

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

How long has Centric Wealth Management reported owning HAUS?

Centric Wealth Management reported HAUS across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported HAUS position in Centric Wealth Management's portfolio?

The largest reported portfolio weight for HAUS was 0.17% in 2025 Q1.

What is the latest reported HAUS position on this page?

The most recent filing on this page is 2025 Q4, when Centric Wealth Management reported 32,043 shares, equal to 0.12% of portfolio, with an estimated market value of $563K.

What does the chart on this HAUS ownership page compare?

The chart compares Centric Wealth Management's quarterly HAUS 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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