CAPTRUST Financial Advisors’s YieldMax HOOD Option Income Strategy ETF HOOY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-3,180
Closed -$241K 2834
2025
Q3
$241K Buy
+3,180
New +$218K ﹤0.01% 2317

Other funds holding HOOY

CAPTRUST Financial Advisors's HOOY Position: Q4 2025 in Review

CAPTRUST Financial Advisors sold out of YieldMax HOOD Option Income Strategy ETF (HOOY) in Q4 2025, closing a stake of 3,180 shares — an estimated $241K sold.

CAPTRUST Financial Advisors first reported a position in HOOY in Q3 2025 and held it in 1 quarter. The position peaked at $241K in Q3 2025. 21 funds tracked by Wall St. Rank hold HOOY as of Q4 2025.

  • CAPTRUST Financial Advisors reported no remaining YieldMax HOOD Option Income Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 3,180 YieldMax HOOD Option Income Strategy ETF shares in Q4 2025, an estimated $241K.
  • CAPTRUST Financial Advisors first reported a position in YieldMax HOOD Option Income Strategy ETF in Q3 2025 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's YieldMax HOOD Option Income Strategy ETF position peaked at $241K in Q3 2025.
  • 21 funds tracked by Wall St. Rank held YieldMax HOOD Option Income Strategy ETF as of Q4 2025.

Based on CAPTRUST Financial Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.