CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s YieldMax TSLA Option Income Strategy ETF TSLY Stock Holding History

CAPTRUST Financial Advisors’s Portfolio TSLY Stock Details TSLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,888
Closed -$136K – 2817
2025
Q3 		$136K Sell
2,888
-1,092
-27% -$44K ﹤0.01% 2480
2025
Q2 		$163K Buy
3,980
+1,924
+94% +$82K ﹤0.01% 2338
2025
Q1 		$84.7K Buy
+2,056
New +$115K ﹤0.01% 2249

Other funds holding TSLY

TI
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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
SI
Stirlingshire Investments New York $114M AUM
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

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

CAPTRUST Financial Advisors sold out of YieldMax TSLA Option Income Strategy ETF (TSLY) in Q4 2025, closing a stake of 2,888 shares — an estimated $136K sold.

CAPTRUST Financial Advisors first reported a position in TSLY in Q1 2025 and held it in 3 quarters. The position peaked at $163K in Q2 2025. 65 funds tracked by Wall St. Rank hold TSLY as of Q4 2025.

  • CAPTRUST Financial Advisors reported no remaining YieldMax TSLA Option Income Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 2,888 YieldMax TSLA Option Income Strategy ETF shares in Q4 2025, an estimated $136K.
  • CAPTRUST Financial Advisors first reported a position in YieldMax TSLA Option Income Strategy ETF in Q1 2025 and held it in 3 quarters.
  • CAPTRUST Financial Advisors's YieldMax TSLA Option Income Strategy ETF position peaked at $163K in Q2 2025.
  • 65 funds tracked by Wall St. Rank held YieldMax TSLA Option Income Strategy ETF as of Q4 2025.

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