AF
JPO

Allworth Financial’s YieldMax JP Option Income Strategy ETF JPO Stock Holding History

Allworth Financial’s Portfolio JPO Stock Details JPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$98.3K Hold
7,000
– – ﹤0.01% 1945
2026
Q1 		$97.2K Hold
7,000
– – ﹤0.01% 1846
2025
Q4 		$112K Buy
+7,000
New +$113K ﹤0.01% 1681

Other funds holding JPO

TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Allworth Financial's JPO Position: Q2 2026 in Review

Allworth Financial held its YieldMax JP Option Income Strategy ETF (JPO) position steady in Q2 2026 at 7,000 shares worth $98.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1945.

Allworth Financial first reported a position in JPO in Q4 2025 and has held it in 3 quarters since. The position peaked at $112K in Q4 2025. 11 funds tracked by Wall St. Rank hold JPO as of Q2 2026.

  • Allworth Financial held 7,000 shares of YieldMax JP Option Income Strategy ETF worth $98.3K as of Q2 2026.
  • Allworth Financial left its YieldMax JP Option Income Strategy ETF share count unchanged in Q2 2026.
  • YieldMax JP Option Income Strategy ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1945 holding.
  • Allworth Financial first reported a position in YieldMax JP Option Income Strategy ETF in Q4 2025 and has held it in 3 quarters since.
  • Allworth Financial's YieldMax JP Option Income Strategy ETF position peaked at $112K in Q4 2025.
  • 11 funds tracked by Wall St. Rank held YieldMax JP Option Income Strategy ETF as of Q2 2026.

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