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AE Wealth Management’s YieldMax AI Option Income Strategy ETF AIYY Stock Holding History

AE Wealth Management’s Portfolio AIYY Stock Details AIYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-30
Closed -$1.3K – 2281
2025
Q2 		$1.3K Hold
30
– – ﹤0.01% 2067
2025
Q1 		$1.44K Buy
30
+26
+650% +$1.73K ﹤0.01% 2051
2024
Q4 		$376 Buy
+4
New +$378 ﹤0.01% 2085

Other funds holding AIYY

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
QCG
Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return

AE Wealth Management's AIYY Position: Q3 2025 in Review

AE Wealth Management sold out of YieldMax AI Option Income Strategy ETF (AIYY) in Q3 2025, closing a stake of 30 shares — an estimated $1.3K sold.

AE Wealth Management first reported a position in AIYY in Q4 2024 and held it in 3 quarters. The position peaked at $1.44K in Q1 2025. 13 funds tracked by Wall St. Rank hold AIYY as of Q3 2025.

  • AE Wealth Management reported no remaining YieldMax AI Option Income Strategy ETF position as of Q3 2025 after selling out during the quarter.
  • AE Wealth Management sold 30 YieldMax AI Option Income Strategy ETF shares in Q3 2025, an estimated $1.3K.
  • AE Wealth Management first reported a position in YieldMax AI Option Income Strategy ETF in Q4 2024 and held it in 3 quarters.
  • AE Wealth Management's YieldMax AI Option Income Strategy ETF position peaked at $1.44K in Q1 2025.
  • 13 funds tracked by Wall St. Rank held YieldMax AI Option Income Strategy ETF as of Q3 2025.

Based on AE Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.