FIAX TIDAL ETF TR II

Ownership history in Nicholas Wealth, LLC.  ·  10 quarters on record

This page tracks every 13F SEC filing in which Nicholas Wealth, LLC. reported a position in TIDAL ETF TR II (FIAX). 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.

Peak position
25.35% (2023 Q4)
Avg. % of fund
18.93%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 758,184 -769,713 -50.4% 9.13% $13.6M $17.61
2025 Q3 REDUCED 1,527,897 -306,216 -16.7% 11.49% $27.5M $17.32
2025 Q2 ADDED 1,834,113 +56,578 +3.2% 16.27% $33.5M $17.18
2025 Q1 REDUCED 1,777,535 -110,043 -5.8% 19.01% $32.8M $17.03
2024 Q4 ADDED 1,887,578 +254,674 +15.6% 19.13% $35.6M $17.21
2024 Q3 ADDED 1,632,904 +12,748 +0.8% 19.71% $31.9M $17.24
2024 Q2 REDUCED 1,620,156 -33,275 -2.0% 21.91% $31.3M $16.70
2024 Q1 ADDED 1,653,431 +143,452 +9.5% 24.17% $32.0M $16.48
2023 Q4 ADDED 1,509,979 +224,818 +17.5% 25.35% $29.8M $16.44
2023 Q3 INITIATED 1,285,161 23.10% $25.1M
% of Fund (quarterly)    FIAX price (monthly, adj. close)
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