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Avidian Wealth Enterprises’s YieldMax Ultra Option Income Strategy ETF ULTY Stock Holding History

Avidian Wealth Enterprises’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
Q4 		– Sell
-2,633
Closed -$144K – 604
2025
Q3 		$144K Buy
+2,633
New +$156K 0.01% 569

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Avidian Wealth Enterprises's ULTY Position: Q4 2025 in Review

Avidian Wealth Enterprises sold out of YieldMax Ultra Option Income Strategy ETF (ULTY) in Q4 2025, closing a stake of 2,633 shares — an estimated $144K sold.

Avidian Wealth Enterprises first reported a position in ULTY in Q3 2025 and held it in 1 quarter. The position peaked at $144K in Q3 2025. 47 funds tracked by Wall St. Rank hold ULTY as of Q4 2025.

  • Avidian Wealth Enterprises reported no remaining YieldMax Ultra Option Income Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 2,633 YieldMax Ultra Option Income Strategy ETF shares in Q4 2025, an estimated $144K.
  • Avidian Wealth Enterprises first reported a position in YieldMax Ultra Option Income Strategy ETF in Q3 2025 and held it in 1 quarter.
  • Avidian Wealth Enterprises's YieldMax Ultra Option Income Strategy ETF position peaked at $144K in Q3 2025.
  • 47 funds tracked by Wall St. Rank held YieldMax Ultra Option Income Strategy ETF as of Q4 2025.

Based on Avidian Wealth Enterprises's 13F filing for Q4 2025, filed 2 Feb 2026.