Avantax Advisory Services
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Avantax Advisory Services’s YieldMax Ultra Option Income Strategy ETF ULTY Stock Holding History

Avantax Advisory Services’s Portfolio ULTY Stock Details ULTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,914
Closed -$172K – 2338
2024
Q4 		$172K Buy
+1,914
New +$191K ﹤0.01% 2080

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ZEGA Investments
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Avantax Advisory Services's ULTY Position: Q1 2025 in Review

Avantax Advisory Services sold out of YieldMax Ultra Option Income Strategy ETF (ULTY) in Q1 2025, closing a stake of 1,914 shares — an estimated $172K sold.

Avantax Advisory Services first reported a position in ULTY in Q4 2024 and held it in 1 quarter. The position peaked at $172K in Q4 2024. 20 funds tracked by Wall St. Rank hold ULTY as of Q1 2025.

  • Avantax Advisory Services reported no remaining YieldMax Ultra Option Income Strategy ETF position as of Q1 2025 after selling out during the quarter.
  • Avantax Advisory Services sold 1,914 YieldMax Ultra Option Income Strategy ETF shares in Q1 2025, an estimated $172K.
  • Avantax Advisory Services first reported a position in YieldMax Ultra Option Income Strategy ETF in Q4 2024 and held it in 1 quarter.
  • Avantax Advisory Services's YieldMax Ultra Option Income Strategy ETF position peaked at $172K in Q4 2024.
  • 20 funds tracked by Wall St. Rank held YieldMax Ultra Option Income Strategy ETF as of Q1 2025.

Based on Avantax Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.