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Beaird Harris Wealth Management’s YieldMax Innovation Option Income Strategy ETF OARK Stock Holding History

Beaird Harris Wealth Management’s Portfolio OARK Stock Details OARK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-60
Closed -$2.64K – 754
2025
Q2 		$2.64K Hold
60
– – ﹤0.01% 475
2025
Q1 		$2.29K Buy
+60
New +$2.88K ﹤0.01% 433

Other funds holding OARK

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
EE
EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Beaird Harris Wealth Management's OARK Position: Q3 2025 in Review

Beaird Harris Wealth Management sold out of YieldMax Innovation Option Income Strategy ETF (OARK) in Q3 2025, closing a stake of 60 shares — an estimated $2.64K sold.

Beaird Harris Wealth Management first reported a position in OARK in Q1 2025 and held it in 2 quarters. The position peaked at $2.64K in Q2 2025. 12 funds tracked by Wall St. Rank hold OARK as of Q3 2025.

  • Beaird Harris Wealth Management reported no remaining YieldMax Innovation Option Income Strategy ETF position as of Q3 2025 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 60 YieldMax Innovation Option Income Strategy ETF shares in Q3 2025, an estimated $2.64K.
  • Beaird Harris Wealth Management first reported a position in YieldMax Innovation Option Income Strategy ETF in Q1 2025 and held it in 2 quarters.
  • Beaird Harris Wealth Management's YieldMax Innovation Option Income Strategy ETF position peaked at $2.64K in Q2 2025.
  • 12 funds tracked by Wall St. Rank held YieldMax Innovation Option Income Strategy ETF as of Q3 2025.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.