Cerity Partners
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Cerity Partners’s YieldMax Ultra Option Income Strategy ETF ULTY Stock Holding History

Cerity Partners’s Portfolio ULTY Stock Details ULTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,068
Closed -$58.4K – 3046
2025
Q3 		$58.4K Buy
+1,068
New +$63.2K ﹤0.01% 2680

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Cerity Partners's ULTY Position: Q4 2025 in Review

Cerity Partners sold out of YieldMax Ultra Option Income Strategy ETF (ULTY) in Q4 2025, closing a stake of 1,068 shares — an estimated $58.4K sold.

Cerity Partners first reported a position in ULTY in Q3 2025 and held it in 1 quarter. The position peaked at $58.4K in Q3 2025. 47 funds tracked by Wall St. Rank hold ULTY as of Q4 2025.

  • Cerity Partners reported no remaining YieldMax Ultra Option Income Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • Cerity Partners sold 1,068 YieldMax Ultra Option Income Strategy ETF shares in Q4 2025, an estimated $58.4K.
  • Cerity Partners first reported a position in YieldMax Ultra Option Income Strategy ETF in Q3 2025 and held it in 1 quarter.
  • Cerity Partners's YieldMax Ultra Option Income Strategy ETF position peaked at $58.4K in Q3 2025.
  • 47 funds tracked by Wall St. Rank held YieldMax Ultra Option Income Strategy ETF as of Q4 2025.

Based on Cerity Partners's 13F filing for Q4 2025, filed 11 Feb 2026.