MUSTICO FINANCIAL GROUP, INC. SFY — TIDAL TRUST I

Ownership history in MUSTICO FINANCIAL GROUP, INC.  ·  4 quarters on record

AI Ownership Summary

MUSTICO FINANCIAL GROUP, INC. reported TIDAL TRUST I (SFY) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 9.01% in 2025 Q3. The latest visible filing shows SFY at 6.43% 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 SFY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MUSTICO FINANCIAL GROUP, INC.'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

SFY was reported at 6.43% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
9.01% in 2025 Q3

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

Time in book
Holding Window
2025 Q2 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.

SFY stock page MUSTICO FINANCIAL GROUP, INC. fund profile MUSTICO FINANCIAL GROUP, INC. full holdings
How MUSTICO FINANCIAL GROUP, INC. held SFY — position size vs. price
% of Fund (quarterly)    SFY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 12,893 -215 -1.6% 6.43% $9.2M 2026-05-15 $146.54
2025 Q4 REDUCED — — — 13,108 -168 -1.3% 7.02% $9.1M 2026-02-17 $131.25
2025 Q3 REDUCED — — — 13,276 -74 -0.6% 9.01% $8.9M 2025-11-13 $130.18
2025 Q2 INITIATED — — — 13,350 — — 7.78% $8.4M 2025-08-12 $123.41

🏢 Other funds also holding SFY

As of 2026 Q1 — sorted by position size

SOFI WEALTH, LLC 3Y 10.55% Nova Wealth Management, Inc. 1.64% Bawa N Mallick Trust 0.34% Centric Wealth Management 3Y 7Y 0.25% Teamwork Financial Advisors, LLC 3Y 0.25% Pathway Financial Advisers, LLC 0.22% ZEGA Investments, LLC 0.09% Advisors Capital Management, LLC 3Y 7Y 0.08% LJI Wealth Management, LLC 0.05% WEDBUSH SECURITIES INC 3Y 7Y 0.05%

FAQ About MUSTICO FINANCIAL GROUP, INC. and SFY

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

How long has MUSTICO FINANCIAL GROUP, INC. reported owning SFY?

MUSTICO FINANCIAL GROUP, INC. reported SFY across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported SFY position in MUSTICO FINANCIAL GROUP, INC.'s portfolio?

The largest reported portfolio weight for SFY was 9.01% in 2025 Q3.

What is the latest reported SFY position on this page?

The most recent filing on this page is 2026 Q1, when MUSTICO FINANCIAL GROUP, INC. reported 12,893 shares, equal to 6.43% of portfolio, with an estimated market value of $9.2M.

What does the chart on this SFY ownership page compare?

The chart compares MUSTICO FINANCIAL GROUP, INC.'s quarterly SFY 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.

How well did MUSTICO FINANCIAL GROUP, INC. time their SFY position?

Based on 13F filing dates vs. subsequent SFY price moves, MUSTICO FINANCIAL GROUP, INC. correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on SFY relative to SPY over the holding period was +3.2%.

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