Cavalier Investments’s YieldMax META Option Income Strategy ETF FBY Stock Holding History

Cavalier Investments’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
2026 Q2	$400K	Buy	44,638 +11,373	+34%	+$115K	0.02%	69
2026 Q1	$336K	Buy	33,265 +6,018	+22%	+$70.6K	0.01%	110
2025 Q4	$344K	Buy	27,247 +4,831	+22%	+$65.8K	0.02%	85
2025 Q3	$352K	Buy	22,416 +6,454	+40%	+$106K	0.03%	95
2025 Q2	$271K	Sell	15,962 -18,137	-53%	-$286K	0.08%	67
2025 Q1	$552K	Buy	34,099 +17,034	+100%	+$324K	0.19%	68
2024 Q4	$325K	Buy	+17,065	New	+$331K	0.11%	66

Other funds holding FBY

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

MCA

McGuire Capital Advisors Bethany, Oklahoma $183M AUM

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Cavalier Investments's FBY Position: Q2 2026 in Review

Cavalier Investments increased its YieldMax META Option Income Strategy ETF (FBY) stake by 34% in Q2 2026, buying an estimated $115K and bringing the position to 44,638 shares worth $400K. The position accounts for 0.02% of the portfolio, ranked #69.

Cavalier Investments first reported a position in FBY in Q4 2024 and has held it in 7 quarters since. The position peaked at $552K in Q1 2025. 23 funds tracked by Wall St. Rank hold FBY as of Q2 2026.

Cavalier Investments held 44,638 shares of YieldMax META Option Income Strategy ETF worth $400K as of Q2 2026.
Cavalier Investments bought 11,373 YieldMax META Option Income Strategy ETF shares in Q2 2026, an estimated $115K.
YieldMax META Option Income Strategy ETF made up 0.02% of Cavalier Investments's portfolio in Q2 2026, its #69 holding.
Cavalier Investments first reported a position in YieldMax META Option Income Strategy ETF in Q4 2024 and has held it in 7 quarters since.
Cavalier Investments's YieldMax META Option Income Strategy ETF position peaked at $552K in Q1 2025.
23 funds tracked by Wall St. Rank held YieldMax META Option Income Strategy ETF as of Q2 2026.

Based on Cavalier Investments's 13F filing for Q2 2026, filed 14 Aug 2026.