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Albion Financial Group’s YieldMax Ultra Option Income Strategy ETF ULTY Stock Holding History

Albion Financial Group’s Portfolio ULTY Stock Details ULTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-22
Closed -$2K – 699
2024
Q4 		$2K Buy
+22
New +$2.2K ﹤0.01% 554

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HF
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Group One Trading
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $890M AUM 17.33% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Albion Financial Group's ULTY Position: Q1 2025 in Review

Albion Financial Group sold out of YieldMax Ultra Option Income Strategy ETF (ULTY) in Q1 2025, closing a stake of 22 shares — an estimated $2K sold.

Albion Financial Group first reported a position in ULTY in Q4 2024 and held it in 1 quarter. The position peaked at $2K in Q4 2024. 20 funds tracked by Wall St. Rank hold ULTY as of Q1 2025.

  • Albion Financial Group reported no remaining YieldMax Ultra Option Income Strategy ETF position as of Q1 2025 after selling out during the quarter.
  • Albion Financial Group sold 22 YieldMax Ultra Option Income Strategy ETF shares in Q1 2025, an estimated $2K.
  • Albion Financial Group first reported a position in YieldMax Ultra Option Income Strategy ETF in Q4 2024 and held it in 1 quarter.
  • Albion Financial Group's YieldMax Ultra Option Income Strategy ETF position peaked at $2K in Q4 2024.
  • 20 funds tracked by Wall St. Rank held YieldMax Ultra Option Income Strategy ETF as of Q1 2025.

Based on Albion Financial Group's 13F filing for Q1 2025, filed 25 Apr 2025.