CJ
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Caitlin John’s YieldMax META Option Income Strategy ETF FBY Stock Holding History

Caitlin John’s Portfolio FBY Stock Details FBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-400
Closed -$7.84K – 892
2024
Q2 		$7.84K Buy
+400
New +$8.05K 0.01% 496

Other funds holding FBY

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Caitlin John's FBY Position: Q3 2024 in Review

Caitlin John sold out of YieldMax META Option Income Strategy ETF (FBY) in Q3 2024, closing a stake of 400 shares — an estimated $7.84K sold.

Caitlin John first reported a position in FBY in Q2 2024 and held it in 1 quarter. The position peaked at $7.84K in Q2 2024. 12 funds tracked by Wall St. Rank hold FBY as of Q3 2024.

  • Caitlin John reported no remaining YieldMax META Option Income Strategy ETF position as of Q3 2024 after selling out during the quarter.
  • Caitlin John sold 400 YieldMax META Option Income Strategy ETF shares in Q3 2024, an estimated $7.84K.
  • Caitlin John first reported a position in YieldMax META Option Income Strategy ETF in Q2 2024 and held it in 1 quarter.
  • Caitlin John's YieldMax META Option Income Strategy ETF position peaked at $7.84K in Q2 2024.
  • 12 funds tracked by Wall St. Rank held YieldMax META Option Income Strategy ETF as of Q3 2024.

Based on Caitlin John's 13F filing for Q3 2024, filed 14 Nov 2024.