Avion Wealth’s YieldMax Innovation Option Income Strategy ETF OARK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Buy |
25,000
+10,700
| +75% | +$93.7K | 0.05% | 89 |
|
|
2025
Q1 | $145K | Hold |
14,300
| – | – | 0.04% | 105 |
|
|
2024
Q4 | $145K | Buy |
14,300
+4,300
| +43% | +$43.6K | 0.04% | 105 |
|
|
2024
Q3 | $105K | Hold |
10,000
| – | – | 0.03% | 120 |
|
|
2024
Q2 | $107K | Buy |
10,000
+6,000
| +150% | +$64.2K | 0.03% | 111 |
|
|
2024
Q1 | $54K | Buy |
+4,000
| New | +$54K | 0.01% | 156 |
|