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Cary Street Partners Investment Advisory’s YieldMax XOM Option Income Strategy ETF XOMO Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio XOMO Stock Details XOMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-11,412
Closed -$194K – 795
2024
Q3 		$194K Buy
+11,412
New +$194K 0.01% 734

Other funds holding XOMO

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
KWM
Keebeck Wealth Management Chicago, Illinois $889M AUM 20.87% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cary Street Partners Investment Advisory's XOMO Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of YieldMax XOM Option Income Strategy ETF (XOMO) in Q4 2024, closing a stake of 11,412 shares — an estimated $194K sold.

Cary Street Partners Investment Advisory first reported a position in XOMO in Q3 2024 and held it in 1 quarter. The position peaked at $194K in Q3 2024. 7 funds tracked by Wall St. Rank hold XOMO as of Q4 2024.

  • Cary Street Partners Investment Advisory reported no remaining YieldMax XOM Option Income Strategy ETF position as of Q4 2024 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 11,412 YieldMax XOM Option Income Strategy ETF shares in Q4 2024, an estimated $194K.
  • Cary Street Partners Investment Advisory first reported a position in YieldMax XOM Option Income Strategy ETF in Q3 2024 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's YieldMax XOM Option Income Strategy ETF position peaked at $194K in Q3 2024.
  • 7 funds tracked by Wall St. Rank held YieldMax XOM Option Income Strategy ETF as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.