MSTY TIDAL TR II

Ownership history in CWM, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which CWM, LLC reported a position in TIDAL TR II (MSTY). 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 Q3 REDUCED 111 -10 -8.3% 0.00% $2K $47.20
2025 Q2 REDUCED 121 -338 -73.6% 0.00% $3K $58.21
2025 Q1 ADDED 459 +89 +24.1% 0.00% $9K $42.26
2024 Q4 ADDED 370 +34 +10.1% 0.00% $10K $43.63
2024 Q3 UNCHANGED 336 0% 0.00% $8K $29.41
2024 Q2 INITIATED 336 0.00% $10K
% of Fund (quarterly)    MSTY price (monthly, adj. close)
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