Belvedere Trading
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Belvedere Trading’s YieldMax Innovation Option Income Strategy ETF OARK Stock Holding History

Belvedere Trading’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
2024
Q1 		– Sell
-1,220
Closed -$88.8K – 886
2023
Q4 		$88.8K Buy
+1,220
New +$79.7K ﹤0.01% 482

Other funds holding OARK

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
PMFA
Plante Moran Financial Advisors Southfield, Michigan $1.55B AUM 17.93% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Belvedere Trading's OARK Position: Q1 2024 in Review

Belvedere Trading sold out of YieldMax Innovation Option Income Strategy ETF (OARK) in Q1 2024, closing a stake of 961 shares — an estimated $69.9K sold.

Belvedere Trading first reported a position in OARK in Q4 2023 and held it in 1 quarter. The position peaked at $69.9K in Q4 2023. 10 funds tracked by Wall St. Rank hold OARK as of Q1 2024.

  • Belvedere Trading reported no remaining YieldMax Innovation Option Income Strategy ETF position as of Q1 2024 after selling out during the quarter.
  • Belvedere Trading sold 961 YieldMax Innovation Option Income Strategy ETF shares in Q1 2024, an estimated $69.9K.
  • Belvedere Trading first reported a position in YieldMax Innovation Option Income Strategy ETF in Q4 2023 and held it in 1 quarter.
  • Belvedere Trading's YieldMax Innovation Option Income Strategy ETF position peaked at $69.9K in Q4 2023.
  • 10 funds tracked by Wall St. Rank held YieldMax Innovation Option Income Strategy ETF as of Q1 2024.

Based on Belvedere Trading's 13F filing for Q1 2024, filed 9 May 2024.