Cetera Investment Advisers
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Cetera Investment Advisers’s YieldMax Ultra Option Income Strategy ETF ULTY Stock Holding History

Cetera Investment Advisers’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
2026
Q1 		$241K Buy
7,864
+544
+7% +$18.9K ﹤0.01% 4155
2025
Q4 		$273K Sell
7,320
-136
-2% -$6.12K ﹤0.01% 3985
2025
Q3 		$408K Buy
+7,456
New +$441K ﹤0.01% 3538

Other funds holding ULTY

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers's ULTY Position: Q1 2026 in Review

Cetera Investment Advisers increased its YieldMax Ultra Option Income Strategy ETF (ULTY) stake by 7.4% in Q1 2026, buying an estimated $18.9K and bringing the position to 7,864 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #4155.

Cetera Investment Advisers first reported a position in ULTY in Q3 2025 and has held it in 3 quarters since. The position peaked at $408K in Q3 2025. 37 funds tracked by Wall St. Rank hold ULTY as of Q1 2026.

  • Cetera Investment Advisers held 7,864 shares of YieldMax Ultra Option Income Strategy ETF worth $241K as of Q1 2026.
  • Cetera Investment Advisers bought 544 YieldMax Ultra Option Income Strategy ETF shares in Q1 2026, an estimated $18.9K.
  • YieldMax Ultra Option Income Strategy ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #4155 holding.
  • Cetera Investment Advisers first reported a position in YieldMax Ultra Option Income Strategy ETF in Q3 2025 and has held it in 3 quarters since.
  • Cetera Investment Advisers's YieldMax Ultra Option Income Strategy ETF position peaked at $408K in Q3 2025.
  • 37 funds tracked by Wall St. Rank held YieldMax Ultra Option Income Strategy ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.