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Advisory Services Network’s YieldMax META Option Income Strategy ETF FBY Stock Holding History

Advisory Services Network’s Portfolio FBY Stock Details FBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-981
Closed -$21.4K – 2175
2023
Q4 		$21.4K Buy
+981
New +$20.2K ﹤0.01% 2491

Other funds holding FBY

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PMFA
Plante Moran Financial Advisors Southfield, Michigan $1.55B AUM 17.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return

Advisory Services Network's FBY Position: Q1 2024 in Review

Advisory Services Network sold out of YieldMax META Option Income Strategy ETF (FBY) in Q1 2024, closing a stake of 981 shares — an estimated $21.4K sold.

Advisory Services Network first reported a position in FBY in Q4 2023 and held it in 1 quarter. The position peaked at $21.4K in Q4 2023. 8 funds tracked by Wall St. Rank hold FBY as of Q1 2024.

  • Advisory Services Network reported no remaining YieldMax META Option Income Strategy ETF position as of Q1 2024 after selling out during the quarter.
  • Advisory Services Network sold 981 YieldMax META Option Income Strategy ETF shares in Q1 2024, an estimated $21.4K.
  • Advisory Services Network first reported a position in YieldMax META Option Income Strategy ETF in Q4 2023 and held it in 1 quarter.
  • Advisory Services Network's YieldMax META Option Income Strategy ETF position peaked at $21.4K in Q4 2023.
  • 8 funds tracked by Wall St. Rank held YieldMax META Option Income Strategy ETF as of Q1 2024.

Based on Advisory Services Network's 13F filing for Q1 2024, filed 6 May 2024.