AAS
XOMO icon

Avantax Advisory Services’s YieldMax XOM Option Income Strategy ETF XOMO Stock Holding History

Avantax Advisory Services’s Portfolio XOMO Stock Details XOMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-12,369
Closed -$181K – 2336
2024
Q4 		$181K Buy
+12,369
New +$202K ﹤0.01% 2070

Other funds holding XOMO

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Avantax Advisory Services's XOMO Position: Q1 2025 in Review

Avantax Advisory Services sold out of YieldMax XOM Option Income Strategy ETF (XOMO) in Q1 2025, closing a stake of 12,369 shares — an estimated $181K sold.

Avantax Advisory Services first reported a position in XOMO in Q4 2024 and held it in 1 quarter. The position peaked at $181K in Q4 2024. 7 funds tracked by Wall St. Rank hold XOMO as of Q1 2025.

  • Avantax Advisory Services reported no remaining YieldMax XOM Option Income Strategy ETF position as of Q1 2025 after selling out during the quarter.
  • Avantax Advisory Services sold 12,369 YieldMax XOM Option Income Strategy ETF shares in Q1 2025, an estimated $181K.
  • Avantax Advisory Services first reported a position in YieldMax XOM Option Income Strategy ETF in Q4 2024 and held it in 1 quarter.
  • Avantax Advisory Services's YieldMax XOM Option Income Strategy ETF position peaked at $181K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held YieldMax XOM Option Income Strategy ETF as of Q1 2025.

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