AE Wealth Management’s YieldMax Bitcoin Option Income Strategy ETF YBIT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-56	Closed	-$1.89K	–	2725
2025 Q4	$1.89K	Sell	56 -1	-2%	-$40	﹤0.01%	2340
2025 Q3	$2.83K	Sell	57 -14	-20%	-$724	﹤0.01%	2142
2025 Q2	$3.75K	Hold	71	–	–	﹤0.01%	1988
2025 Q1	$3.47K	Hold	71	–	–	﹤0.01%	1978
2024 Q4	$4.38K	Buy	+71	New	+$4.79K	﹤0.01%	1933

Other funds holding YBIT

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PWAM

Private Wealth Asset Management Cedar Rapids, Iowa $935M AUM 17.66% 1-Year Est. Return

HCM

Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

AE Wealth Management sold out of YieldMax Bitcoin Option Income Strategy ETF (YBIT) in Q1 2026, closing a stake of 56 shares — an estimated $1.89K sold.

AE Wealth Management first reported a position in YBIT in Q4 2024 and held it in 5 quarters. The position peaked at $4.38K in Q4 2024. 10 funds tracked by Wall St. Rank hold YBIT as of Q1 2026.

AE Wealth Management reported no remaining YieldMax Bitcoin Option Income Strategy ETF position as of Q1 2026 after selling out during the quarter.
AE Wealth Management sold 56 YieldMax Bitcoin Option Income Strategy ETF shares in Q1 2026, an estimated $1.89K.
AE Wealth Management first reported a position in YieldMax Bitcoin Option Income Strategy ETF in Q4 2024 and held it in 5 quarters.
AE Wealth Management's YieldMax Bitcoin Option Income Strategy ETF position peaked at $4.38K in Q4 2024.
10 funds tracked by Wall St. Rank held YieldMax Bitcoin Option Income Strategy ETF as of Q1 2026.

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