Bogart Wealth LLC’s YieldMax Ultra Option Income Strategy ETF ULTY Stock Holding History

Bogart Wealth LLC’s Portfolio ULTY Stock Details ULTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$9.24K	Buy	+365	New	+$9.8K	﹤0.01%	1041

Other funds holding ULTY

StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return

Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Rothschild Investment LLC Chicago, Illinois $2.69B AUM 27.79% 1-Year Est. Return

Bogart Wealth LLC's ULTY Position: Q3 2026 in Review

Bogart Wealth LLC opened a new position in YieldMax Ultra Option Income Strategy ETF (ULTY) in Q3 2026: 365 shares worth $9.24K. The stake represents ﹤0.01% of the portfolio and ranks #1041 among its holdings.

15 funds tracked by Wall St. Rank hold ULTY as of Q3 2026.

Bogart Wealth LLC held 365 shares of YieldMax Ultra Option Income Strategy ETF worth $9.24K as of Q3 2026.
YieldMax Ultra Option Income Strategy ETF was a new Bogart Wealth LLC position in Q3 2026.
YieldMax Ultra Option Income Strategy ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q3 2026, its #1041 holding.
15 funds tracked by Wall St. Rank held YieldMax Ultra Option Income Strategy ETF as of Q3 2026.

Based on Bogart Wealth LLC's 13F filing for Q3 2026, filed 10 Nov 2026.