AF
AIYY icon

Allworth Financial’s YieldMax AI Option Income Strategy ETF AIYY Stock Holding History

Allworth Financial’s Portfolio AIYY Stock Details AIYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Hold
0
– -$10 – 5010
2025
Q3 		– Hold
0
– – – 4867
2025
Q2 		– Hold
0
– – – 4532
2025
Q1 		– Hold
0
– – – 4012
2024
Q4 		– Hold
0
– – – 3893

Other funds holding AIYY

TI
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OMC
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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return