AWM
HOOY

AE Wealth Management’s YieldMax HOOD Option Income Strategy ETF HOOY Stock Holding History

AE Wealth Management’s Portfolio HOOY Stock Details HOOY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.8K Buy
484
+308
+175% +$9.06K ﹤0.01% 2317
2026
Q1 		$4.9K Buy
176
+20
+13% +$715 ﹤0.01% 2379
2025
Q4 		$7.4K Buy
+156
New +$9.44K ﹤0.01% 2179

Other funds holding HOOY

TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
EI
EFG International Zurich $5.46B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

AE Wealth Management increased its YieldMax HOOD Option Income Strategy ETF (HOOY) stake by 175% in Q2 2026, buying an estimated $9.06K and bringing the position to 484 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2317.

AE Wealth Management first reported a position in HOOY in Q4 2025 and has held it in 3 quarters since. 12 funds tracked by Wall St. Rank hold HOOY as of Q2 2026.

  • AE Wealth Management held 484 shares of YieldMax HOOD Option Income Strategy ETF worth $14.8K as of Q2 2026.
  • AE Wealth Management bought 308 YieldMax HOOD Option Income Strategy ETF shares in Q2 2026, an estimated $9.06K.
  • YieldMax HOOD Option Income Strategy ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2317 holding.
  • AE Wealth Management first reported a position in YieldMax HOOD Option Income Strategy ETF in Q4 2025 and has held it in 3 quarters since.
  • 12 funds tracked by Wall St. Rank held YieldMax HOOD Option Income Strategy ETF as of Q2 2026.

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