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 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 $47.4B AUM 59.58% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

ZEGA Investments Palm Beach Gardens, Florida $890M AUM 17.33% 1-Year Est. Return

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

GSIAS

Garden State Investment Advisory Services Red Bank, New Jersey $455M AUM 25.41% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cavalier Investments's GOOY Position: Q1 2026 in Review

Cavalier Investments increased its YieldMax GOOGL Option Income Strategy ETF (GOOY) stake by 22% in Q1 2026, buying an estimated $118K and bringing the position to 46,166 shares worth $586K. The position accounts for 0.02% of the portfolio, ranked #105.

Cavalier Investments first reported a position in GOOY in Q4 2024 and has held it in 6 quarters since. 28 funds tracked by Wall St. Rank hold GOOY as of Q1 2026.

Cavalier Investments held 46,166 shares of YieldMax GOOGL Option Income Strategy ETF worth $586K as of Q1 2026.
Cavalier Investments bought 8,378 YieldMax GOOGL Option Income Strategy ETF shares in Q1 2026, an estimated $118K.
YieldMax GOOGL Option Income Strategy ETF made up 0.02% of Cavalier Investments's portfolio in Q1 2026, its #105 holding.
Cavalier Investments first reported a position in YieldMax GOOGL Option Income Strategy ETF in Q4 2024 and has held it in 6 quarters since.
28 funds tracked by Wall St. Rank held YieldMax GOOGL Option Income Strategy ETF as of Q1 2026.

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