AF
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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
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

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
MCA
McGuire Capital Advisors Bethany, Oklahoma $156M AUM
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Allworth Financial's FBY Position: Q1 2026 in Review

Allworth Financial increased its YieldMax META Option Income Strategy ETF (FBY) stake by 9.5% in Q1 2026, buying an estimated $5.43K and bringing the position to 5,344 shares worth $53.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2265.

Allworth Financial first reported a position in FBY in Q2 2025 and has held it in 4 quarters since. The position peaked at $68.2K in Q3 2025. 21 funds tracked by Wall St. Rank hold FBY as of Q1 2026.

  • Allworth Financial held 5,344 shares of YieldMax META Option Income Strategy ETF worth $53.9K as of Q1 2026.
  • Allworth Financial bought 463 YieldMax META Option Income Strategy ETF shares in Q1 2026, an estimated $5.43K.
  • YieldMax META Option Income Strategy ETF made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #2265 holding.
  • Allworth Financial first reported a position in YieldMax META Option Income Strategy ETF in Q2 2025 and has held it in 4 quarters since.
  • Allworth Financial's YieldMax META Option Income Strategy ETF position peaked at $68.2K in Q3 2025.
  • 21 funds tracked by Wall St. Rank held YieldMax META Option Income Strategy ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.