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Advisory Services Network’s YieldMax XOM Option Income Strategy ETF XOMO Stock Holding History

Advisory Services Network’s Portfolio XOMO Stock Details XOMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,086
Closed -$18.9K – 3685
2023
Q4 		$18.9K Buy
+1,086
New +$19.7K ﹤0.01% 2560

Other funds holding XOMO

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
ZF
Zega Financial Palm Beach Gardens, Florida $660M AUM 26.94% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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

Advisory Services Network sold out of YieldMax XOM Option Income Strategy ETF (XOMO) in Q1 2024, closing a stake of 1,086 shares — an estimated $18.9K sold.

Advisory Services Network first reported a position in XOMO in Q4 2023 and held it in 1 quarter. The position peaked at $18.9K in Q4 2023. 7 funds tracked by Wall St. Rank hold XOMO as of Q1 2024.

  • Advisory Services Network reported no remaining YieldMax XOM Option Income Strategy ETF position as of Q1 2024 after selling out during the quarter.
  • Advisory Services Network sold 1,086 YieldMax XOM Option Income Strategy ETF shares in Q1 2024, an estimated $18.9K.
  • Advisory Services Network first reported a position in YieldMax XOM Option Income Strategy ETF in Q4 2023 and held it in 1 quarter.
  • Advisory Services Network's YieldMax XOM Option Income Strategy ETF position peaked at $18.9K in Q4 2023.
  • 7 funds tracked by Wall St. Rank held YieldMax XOM Option Income Strategy ETF as of Q1 2024.

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