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SFYSFY
5 quarters

Position history for Creative PlanningCreative Planning's holdings in TIDAL TRUST I

Creative Planning holds 1,502 shares of SFY (TIDAL TRUST I), worth $223,627 as of 2026-Q2. The position was decreased (-17.9% shares). SFY represents 0.0% of Creative Planning's portfolio.

Current Value

$223,627

Current Shares

1,502

Total Value Change

-$2,119

Total Shares Change

-409

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1,502
-17.9%
$223,6270.0%$148.87
0
2026-Q1
Unchanged
1,830
0.0%
$228,4360.0%$130.22
0
2025-Q4
Decreased
1,830
-7.1%
$241,8530.0%$133.30
0
2025-Q3
Increased
1,969
+3.0%
$254,3750.0%$127.83
24
2025-Q2
New
1,911
-
$225,7460.0%$116.88
32

Other major holders of SFY: GOLDMAN SACHS GROUP INC, LPL Financial LLC, CITADEL ADVISORS LLC

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