AFG
XYZY

Albion Financial Group’s YieldMax XYZ Option Income Strategy ETF XYZY Stock Holding History

Albion Financial Group’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
2025
Q1 		– Sell
-35
Closed -$3.13K – 706
2024
Q4 		$3.13K Buy
+35
New +$3.36K ﹤0.01% 512

Other funds holding XYZY

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Albion Financial Group sold out of YieldMax XYZ Option Income Strategy ETF (XYZY) in Q1 2025, closing a stake of 35 shares — an estimated $3.13K sold.

Albion Financial Group first reported a position in XYZY in Q4 2024 and held it in 1 quarter. The position peaked at $3.13K in Q4 2024. 9 funds tracked by Wall St. Rank hold XYZY as of Q1 2025.

  • Albion Financial Group reported no remaining YieldMax XYZ Option Income Strategy ETF position as of Q1 2025 after selling out during the quarter.
  • Albion Financial Group sold 35 YieldMax XYZ Option Income Strategy ETF shares in Q1 2025, an estimated $3.13K.
  • Albion Financial Group first reported a position in YieldMax XYZ Option Income Strategy ETF in Q4 2024 and held it in 1 quarter.
  • Albion Financial Group's YieldMax XYZ Option Income Strategy ETF position peaked at $3.13K in Q4 2024.
  • 9 funds tracked by Wall St. Rank held YieldMax XYZ Option Income Strategy ETF as of Q1 2025.

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