Spire Wealth Management RISR — TIDAL ETF TR

Ownership history in Spire Wealth Management  ·  9 quarters on record

AI Ownership Summary

Spire Wealth Management reported TIDAL ETF TR (RISR) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. The latest visible filing shows RISR at 0.00% 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 RISR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Spire 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
2026 Q1

RISR was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q2

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

Time in book
Holding Window
2024 Q1 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.

RISR stock page Spire Wealth Management fund profile Spire Wealth Management full holdings
How Spire Wealth Management held RISR — position size vs. price
% of Fund (quarterly)    RISR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 14 — 0% 0.00% $525 2026-04-22 $36.35
2025 Q4 UNCHANGED — — — 14 — 0% 0.00% $523 2026-01-14 $35.17
2025 Q3 UNCHANGED — — — 14 — 0% 0.00% $519 2025-10-23 $34.83
2025 Q2 UNCHANGED — — — 14 — 0% 0.00% $530 2025-08-04 $35.12
2025 Q1 UNCHANGED — — — 14 — 0% 0.00% $526 2025-04-23 $35.17
2024 Q4 REDUCED 92.7% +0.7% ❌ 14 -177 -92.7% 0.00% $530 2025-01-24 $34.34
2024 Q3 UNCHANGED — — — 191 — 0% 0.00% $6K 2024-10-15 $31.73
2024 Q2 ADDED — — — 191 +15 +8.5% 0.00% $7K 2024-07-31 $31.27
2024 Q1 INITIATED — — — 176 — — 0.00% $6K 2024-04-24 $30.75

🏢 Other funds also holding RISR

As of 2026 Q1 — sorted by position size

Family Investment Center, Inc. 3Y 8.34% Harbour Wealth Management Group, Inc. 2.97% HARBOR INVESTMENT ADVISORY, LLC 3Y 0.43% Capital Advisors, Ltd. LLC 3Y 7Y 0.08% Farther Finance Advisors, LLC 0.03% Focus Financial Network, Inc. 0.03% Onyx Bridge Wealth Group LLC 3Y 0.03% Wealth Enhancement Trust Services, Inc. 0.01% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0% CoreCap Advisors, LLC 3Y 0.0%

FAQ About Spire Wealth Management and RISR

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

How long has Spire Wealth Management reported owning RISR?

Spire Wealth Management reported RISR across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported RISR position in Spire Wealth Management's portfolio?

The largest reported portfolio weight for RISR was 0.00% in 2024 Q2.

What is the latest reported RISR position on this page?

The most recent filing on this page is 2026 Q1, when Spire Wealth Management reported 14 shares, equal to 0.00% of portfolio, with an estimated market value of $525.

What does the chart on this RISR ownership page compare?

The chart compares Spire Wealth Management's quarterly RISR 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 Spire Wealth Management time their RISR position?

Based on 13F filing dates vs. subsequent RISR price moves, Spire Wealth Management correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on RISR relative to SPY over the holding period was -11.3%.

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