Allworth Financial’s YieldMax META Option Income Strategy ETF FBY Stock Holding History

Allworth Financial’s Portfolio FBY Stock Details FBY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$53.2K	Buy	5,930 +586	+11%	+$5.91K	﹤0.01%	2421
2026 Q1	$53.9K	Buy	5,344 +463	+9%	+$5.43K	﹤0.01%	2265
2025 Q4	$61.6K	Buy	4,881 +543	+13%	+$7.4K	﹤0.01%	2059
2025 Q3	$68.2K	Buy	4,338 +393	+10%	+$6.48K	﹤0.01%	1907
2025 Q2	$67K	Buy	+3,945	New	+$62.2K	﹤0.01%	1773

Other funds holding FBY

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

MCA

McGuire Capital Advisors Bethany, Oklahoma $183M AUM

Cavalier Investments Alpharetta, Georgia $2.41B AUM 38.24% 1-Year Est. Return

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Allworth Financial's FBY Position: Q2 2026 in Review

Allworth Financial increased its YieldMax META Option Income Strategy ETF (FBY) stake by 11% in Q2 2026, buying an estimated $5.91K and bringing the position to 5,930 shares worth $53.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2421.

Allworth Financial first reported a position in FBY in Q2 2025 and has held it in 5 quarters since. The position peaked at $68.2K in Q3 2025. 23 funds tracked by Wall St. Rank hold FBY as of Q2 2026.

Allworth Financial held 5,930 shares of YieldMax META Option Income Strategy ETF worth $53.2K as of Q2 2026.
Allworth Financial bought 586 YieldMax META Option Income Strategy ETF shares in Q2 2026, an estimated $5.91K.
YieldMax META Option Income Strategy ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2421 holding.
Allworth Financial first reported a position in YieldMax META Option Income Strategy ETF in Q2 2025 and has held it in 5 quarters since.
Allworth Financial's YieldMax META Option Income Strategy ETF position peaked at $68.2K in Q3 2025.
23 funds tracked by Wall St. Rank held YieldMax META Option Income Strategy ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.