AWM
CHPY

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
Q1 		$8.57K Hold
154
– – ﹤0.01% 2300
2025
Q4 		$8.56K Buy
+154
New +$8.75K ﹤0.01% 2156

Other funds holding CHPY

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
AWM
Ameliora Wealth Management Zurich, Switzerland $314M AUM 19.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

AE Wealth Management's CHPY Position: Q1 2026 in Review

AE Wealth Management held its YieldMax Semiconductor Portfolio Option Income ETF (CHPY) position steady in Q1 2026 at 154 shares worth $8.57K. The position accounts for ﹤0.01% of the portfolio, ranked #2300.

AE Wealth Management first reported a position in CHPY in Q4 2025 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold CHPY as of Q1 2026.

  • AE Wealth Management held 154 shares of YieldMax Semiconductor Portfolio Option Income ETF worth $8.57K as of Q1 2026.
  • AE Wealth Management left its YieldMax Semiconductor Portfolio Option Income ETF share count unchanged in Q1 2026.
  • YieldMax Semiconductor Portfolio Option Income ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2300 holding.
  • AE Wealth Management first reported a position in YieldMax Semiconductor Portfolio Option Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 16 funds tracked by Wall St. Rank held YieldMax Semiconductor Portfolio Option Income ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.