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

AE Wealth Management’s Portfolio XYZY Stock Details XYZY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-53	Closed	-$1.8K	–	2731
2025 Q4	$1.8K	Sell	53 -1	-2%	-$39	﹤0.01%	2345
2025 Q3	$2.35K	Hold	54	–	–	﹤0.01%	2157
2025 Q2	$2.76K	Hold	54	–	–	﹤0.01%	2027
2025 Q1	$2.82K	Sell	54 -5,208	-99%	-$391K	﹤0.01%	1999
2024 Q4	$477K	Buy	+5,262	New	+$506K	﹤0.01%	927

Other funds holding XYZY

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Stirlingshire Investments New York $135M AUM

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Swan Capital Pensacola, Florida $272M AUM 14.84% 1-Year Est. Return

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

AE Wealth Management sold out of YieldMax XYZ Option Income Strategy ETF (XYZY) in Q1 2026, closing a stake of 53 shares — an estimated $1.8K sold.

AE Wealth Management first reported a position in XYZY in Q4 2024 and held it in 5 quarters. The position peaked at $477K in Q4 2024. 5 funds tracked by Wall St. Rank hold XYZY as of Q1 2026.

AE Wealth Management reported no remaining YieldMax XYZ Option Income Strategy ETF position as of Q1 2026 after selling out during the quarter.
AE Wealth Management sold 53 YieldMax XYZ Option Income Strategy ETF shares in Q1 2026, an estimated $1.8K.
AE Wealth Management first reported a position in YieldMax XYZ Option Income Strategy ETF in Q4 2024 and held it in 5 quarters.
AE Wealth Management's YieldMax XYZ Option Income Strategy ETF position peaked at $477K in Q4 2024.
5 funds tracked by Wall St. Rank held YieldMax XYZ Option Income Strategy ETF as of Q1 2026.

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