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AE Wealth Management’s YieldMax META Option Income Strategy ETF FBY Stock Holding History

AE Wealth Management’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
2025
Q2 		– Sell
-213
Closed -$3.45K – 2194
2025
Q1 		$3.45K Sell
213
-4,940
-96% -$93.9K ﹤0.01% 1979
2024
Q4 		$98.2K Buy
+5,153
New +$100K ﹤0.01% 1432

Other funds holding FBY

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

AE Wealth Management's FBY Position: Q2 2025 in Review

AE Wealth Management sold out of YieldMax META Option Income Strategy ETF (FBY) in Q2 2025, closing a stake of 213 shares — an estimated $3.45K sold.

AE Wealth Management first reported a position in FBY in Q4 2024 and held it in 2 quarters. The position peaked at $98.2K in Q4 2024. 17 funds tracked by Wall St. Rank hold FBY as of Q2 2025.

  • AE Wealth Management reported no remaining YieldMax META Option Income Strategy ETF position as of Q2 2025 after selling out during the quarter.
  • AE Wealth Management sold 213 YieldMax META Option Income Strategy ETF shares in Q2 2025, an estimated $3.45K.
  • AE Wealth Management first reported a position in YieldMax META Option Income Strategy ETF in Q4 2024 and held it in 2 quarters.
  • AE Wealth Management's YieldMax META Option Income Strategy ETF position peaked at $98.2K in Q4 2024.
  • 17 funds tracked by Wall St. Rank held YieldMax META Option Income Strategy ETF as of Q2 2025.

Based on AE Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.