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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
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

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
MCA
McGuire Capital Advisors Bethany, Oklahoma $156M AUM
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
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $890M AUM 17.33% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Cavalier Investments's FBY Position: Q1 2026 in Review

Cavalier Investments increased its YieldMax META Option Income Strategy ETF (FBY) stake by 22% in Q1 2026, buying an estimated $70.6K and bringing the position to 33,265 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #110.

Cavalier Investments first reported a position in FBY in Q4 2024 and has held it in 6 quarters since. The position peaked at $552K in Q1 2025. 21 funds tracked by Wall St. Rank hold FBY as of Q1 2026.

  • Cavalier Investments held 33,265 shares of YieldMax META Option Income Strategy ETF worth $336K as of Q1 2026.
  • Cavalier Investments bought 6,018 YieldMax META Option Income Strategy ETF shares in Q1 2026, an estimated $70.6K.
  • YieldMax META Option Income Strategy ETF made up 0.01% of Cavalier Investments's portfolio in Q1 2026, its #110 holding.
  • Cavalier Investments first reported a position in YieldMax META Option Income Strategy ETF in Q4 2024 and has held it in 6 quarters since.
  • Cavalier Investments's YieldMax META Option Income Strategy ETF position peaked at $552K in Q1 2025.
  • 21 funds tracked by Wall St. Rank held YieldMax META Option Income Strategy ETF as of Q1 2026.

Based on Cavalier Investments's 13F filing for Q1 2026, filed 15 May 2026.