TDAQ ETF OPPORTUNITIES TRUST
FollowTAPPALPHA INNVTN (fund)
5 managers (5 13F filers) reported a position in TDAQ shares at 2025-12-31, 56,377 shares in all. 4 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 5
- 13F filers
- 5
- New
- 4
- Added
- 0
- Reduced
- 0
- Sold out
- 1
- Shares held by filers
- 56,377
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q4 2025
Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Summit Financial, LLC | 41,773 | $1.09M | 0.02% | new | 13F-HRTimeline |
| Milestone Asset Management Group, LLC | 11,795 | $307K | 0.17% | new | 13F-HRTimeline |
| Steward Partners Investment Advisory, L… | 2,557 | $66.7K | <0.01% | new | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 202 | $5.27K | <0.01% | new | 13F-HRTimelineGroup |
| PIN OAK INVESTMENT ADVISORS INC | 50 | $1K | <0.01% | 0 | 13F-HRTimeline |