AE Wealth Management
CHPY icon

AE Wealth Management’s YieldMax Semiconductor Portfolio Option Income ETF CHPY Stock Holding History

AE Wealth Management’s Portfolio CHPY Stock Details CHPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$69.5K Buy
789
+635
+412% +$46.9K ﹤0.01% 2013
2026
Q1 		$8.57K Hold
154
– – ﹤0.01% 2300
2025
Q4 		$8.56K Buy
+154
New +$8.75K ﹤0.01% 2156

Other funds holding CHPY

Tidal Investments
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
RiverTree Advisors
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return
HRT Financial
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
Kovack Advisors
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Ausdal Financial Partners
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return

AE Wealth Management's CHPY Position: Q2 2026 in Review

AE Wealth Management increased its YieldMax Semiconductor Portfolio Option Income ETF (CHPY) stake by 412% in Q2 2026, buying an estimated $46.9K and bringing the position to 789 shares worth $69.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2013.

AE Wealth Management first reported a position in CHPY in Q4 2025 and has held it in 3 quarters since. 34 funds tracked by Wall St. Rank hold CHPY as of Q2 2026.

  • AE Wealth Management held 789 shares of YieldMax Semiconductor Portfolio Option Income ETF worth $69.5K as of Q2 2026.
  • AE Wealth Management bought 635 YieldMax Semiconductor Portfolio Option Income ETF shares in Q2 2026, an estimated $46.9K.
  • YieldMax Semiconductor Portfolio Option Income ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2013 holding.
  • AE Wealth Management first reported a position in YieldMax Semiconductor Portfolio Option Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 34 funds tracked by Wall St. Rank held YieldMax Semiconductor Portfolio Option Income ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.