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
Q1 		$97.2K Hold
7,000
– – ﹤0.01% 1846
2025
Q4 		$112K Buy
+7,000
New +$113K ﹤0.01% 1681

Other funds holding JPO

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $890M AUM 17.33% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $84.4B AUM 52.68% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $1.66T AUM 25.57% 1-Year Est. Return

Allworth Financial's JPO Position: Q1 2026 in Review

Allworth Financial held its YieldMax JP Option Income Strategy ETF (JPO) position steady in Q1 2026 at 7,000 shares worth $97.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1846.

Allworth Financial first reported a position in JPO in Q4 2025 and has held it in 2 quarters since. The position peaked at $112K in Q4 2025. 14 funds tracked by Wall St. Rank hold JPO as of Q1 2026.

  • Allworth Financial held 7,000 shares of YieldMax JP Option Income Strategy ETF worth $97.2K as of Q1 2026.
  • Allworth Financial left its YieldMax JP Option Income Strategy ETF share count unchanged in Q1 2026.
  • YieldMax JP Option Income Strategy ETF made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #1846 holding.
  • Allworth Financial first reported a position in YieldMax JP Option Income Strategy ETF in Q4 2025 and has held it in 2 quarters since.
  • Allworth Financial's YieldMax JP Option Income Strategy ETF position peaked at $112K in Q4 2025.
  • 14 funds tracked by Wall St. Rank held YieldMax JP Option Income Strategy ETF as of Q1 2026.

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