Cambridge Investment Research Advisors’s YieldMax TSLA Option Income Strategy ETF TSLY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $396K | Buy |
48,503
+13,192
| +37% | +$108K | ﹤0.01% | 2757 |
|
2025
Q1 | $291K | Buy |
35,311
+7,154
| +25% | +$59K | ﹤0.01% | 2891 |
|
2024
Q4 | $402K | Buy |
28,157
+7,430
| +36% | +$106K | ﹤0.01% | 2601 |
|
2024
Q3 | $296K | Sell |
20,727
-1,652
| -7% | -$23.6K | ﹤0.01% | 2843 |
|
2024
Q2 | $362K | Buy |
22,379
+5,400
| +32% | +$87.4K | ﹤0.01% | 2557 |
|
2024
Q1 | $274K | Buy |
16,979
+3,963
| +30% | +$64K | ﹤0.01% | 2776 |
|
2023
Q4 | $311K | Buy |
13,016
+5,933
| +84% | +$142K | ﹤0.01% | 2570 |
|
2023
Q3 | $194K | Buy |
+7,083
| New | +$194K | ﹤0.01% | 2820 |
|