AE Wealth Management’s YieldMax XYZ Option Income Strategy ETF XYZY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.76K Hold
269
﹤0.01% 2027
2025
Q1
$2.82K Sell
269
-26,039
-99% -$273K ﹤0.01% 1999
2024
Q4
$477K Buy
+26,308
New +$477K ﹤0.01% 927