Blue Bell Private Wealth Management’s YieldMax AI Option Income Strategy ETF AIYY Stock Holding History

Blue Bell Private Wealth Management’s Portfolio AIYY Stock Details AIYY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-4	Closed	-$192	–	731
2025 Q1	$192	Hold	4	–	–	﹤0.01%	711
2024 Q4	$342	Buy	+4	New	+$378	﹤0.01%	660

Other funds holding AIYY

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

TAM

Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return

Blue Bell Private Wealth Management's AIYY Position: Q2 2025 in Review

Blue Bell Private Wealth Management sold out of YieldMax AI Option Income Strategy ETF (AIYY) in Q2 2025, closing a stake of 4 shares — an estimated $192 sold.

Blue Bell Private Wealth Management first reported a position in AIYY in Q4 2024 and held it in 2 quarters. The position peaked at $342 in Q4 2024. 12 funds tracked by Wall St. Rank hold AIYY as of Q2 2025.

Blue Bell Private Wealth Management reported no remaining YieldMax AI Option Income Strategy ETF position as of Q2 2025 after selling out during the quarter.
Blue Bell Private Wealth Management sold 4 YieldMax AI Option Income Strategy ETF shares in Q2 2025, an estimated $192.
Blue Bell Private Wealth Management first reported a position in YieldMax AI Option Income Strategy ETF in Q4 2024 and held it in 2 quarters.
Blue Bell Private Wealth Management's YieldMax AI Option Income Strategy ETF position peaked at $342 in Q4 2024.
12 funds tracked by Wall St. Rank held YieldMax AI Option Income Strategy ETF as of Q2 2025.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.