Cavalier Investments’s YieldMax GOOGL Option Income Strategy ETF GOOY Stock Holding History

Cavalier Investments’s Portfolio GOOY Stock Details GOOY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$823K	Buy	61,999 +15,833	+34%	+$225K	0.03%	61
2026 Q1	$586K	Buy	46,166 +8,378	+22%	+$118K	0.02%	105
2025 Q4	$552K	Buy	37,788 +6,711	+22%	+$96.9K	0.03%	78
2025 Q3	$440K	Buy	31,077 +8,972	+41%	+$119K	0.04%	91
2025 Q2	$269K	Sell	22,105 -20,466	-48%	-$247K	0.08%	69
2025 Q1	$503K	Buy	42,571 +21,492	+102%	+$300K	0.17%	71
2024 Q4	$312K	Buy	+21,079	New	+$319K	0.1%	69

Other funds holding GOOY

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

VWA

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

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

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return

GSIAS

Garden State Investment Advisory Services Red Bank, New Jersey $553M AUM 31.68% 1-Year Est. Return

Cavalier Investments's GOOY Position: Q2 2026 in Review

Cavalier Investments increased its YieldMax GOOGL Option Income Strategy ETF (GOOY) stake by 34% in Q2 2026, buying an estimated $225K and bringing the position to 61,999 shares worth $823K. The position accounts for 0.03% of the portfolio, ranked #61.

Cavalier Investments first reported a position in GOOY in Q4 2024 and has held it in 7 quarters since. 32 funds tracked by Wall St. Rank hold GOOY as of Q2 2026.

Cavalier Investments held 61,999 shares of YieldMax GOOGL Option Income Strategy ETF worth $823K as of Q2 2026.
Cavalier Investments bought 15,833 YieldMax GOOGL Option Income Strategy ETF shares in Q2 2026, an estimated $225K.
YieldMax GOOGL Option Income Strategy ETF made up 0.03% of Cavalier Investments's portfolio in Q2 2026, its #61 holding.
Cavalier Investments first reported a position in YieldMax GOOGL Option Income Strategy ETF in Q4 2024 and has held it in 7 quarters since.
32 funds tracked by Wall St. Rank held YieldMax GOOGL Option Income Strategy ETF as of Q2 2026.

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