Beacon Investment Advisors’s Yields for You Income Strategy A ETF YFYA Stock Holding History

Beacon Investment Advisors’s Portfolio YFYA Stock Details YFYA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$226K	Hold	23,055	–	–	0.07%	169
2026 Q1	$225K	Hold	23,055	–	–	0.09%	161
2025 Q4	$228K	Hold	23,055	–	–	0.09%	157
2025 Q3	$227K	Buy	+23,055	New	+$228K	0.09%	152

Other funds holding YFYA

TWP

Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Beacon Investment Advisors's YFYA Position: Q2 2026 in Review

Beacon Investment Advisors held its Yields for You Income Strategy A ETF (YFYA) position steady in Q2 2026 at 23,055 shares worth $226K. The position accounts for 0.07% of the portfolio, ranked #169.

Beacon Investment Advisors first reported a position in YFYA in Q3 2025 and has held it in 4 quarters since. The position peaked at $228K in Q4 2025. 6 funds tracked by Wall St. Rank hold YFYA as of Q2 2026.

Beacon Investment Advisors held 23,055 shares of Yields for You Income Strategy A ETF worth $226K as of Q2 2026.
Beacon Investment Advisors left its Yields for You Income Strategy A ETF share count unchanged in Q2 2026.
Yields for You Income Strategy A ETF made up 0.07% of Beacon Investment Advisors's portfolio in Q2 2026, its #169 holding.
Beacon Investment Advisors first reported a position in Yields for You Income Strategy A ETF in Q3 2025 and has held it in 4 quarters since.
Beacon Investment Advisors's Yields for You Income Strategy A ETF position peaked at $228K in Q4 2025.
6 funds tracked by Wall St. Rank held Yields for You Income Strategy A ETF as of Q2 2026.

Based on Beacon Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.