AE Wealth Management’s YieldMax TSLA Option Income Strategy ETF TSLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.2K | Sell |
4,549
-625
| -12% | -$5.11K | ﹤0.01% | 1658 |
|
|
2025
Q1 | $42.6K | Buy |
5,174
+4
| +0.1% | +$33 | ﹤0.01% | 1607 |
|
|
2024
Q4 | $73.8K | Buy |
+5,170
| New | +$73.8K | ﹤0.01% | 1489 |
|
|
2024
Q1 | – | Sell |
-26,102
| Closed | -$456K | – | 1919 |
|
|
2023
Q4 | $456K | Buy |
26,102
+13,579
| +108% | +$237K | ﹤0.01% | 1487 |
|
|
2023
Q3 | $343K | Buy |
+12,523
| New | +$343K | ﹤0.01% | 1551 |
|