Corient Private Wealth’s YieldMax TSLA Option Income Strategy ETF TSLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-9,054
Closed -$340K 2987
2025
Q4
$340K Sell
9,054
-282
-3% -$11.4K ﹤0.01% 2094
2025
Q3
$440K Buy
9,336
+1,017
+12% +$41K ﹤0.01% 1874
2025
Q2
$340K Buy
+8,319
New +$354K ﹤0.01% 1927
2025
Q1
Sell
-5,020
Closed -$358K 2445
2024
Q4
$358K Buy
+5,020
New +$355K ﹤0.01% 1801

Other funds holding TSLY

Corient Private Wealth's TSLY Position: Q1 2026 in Review

Corient Private Wealth sold out of YieldMax TSLA Option Income Strategy ETF (TSLY) in Q1 2026, closing a stake of 9,054 shares — an estimated $340K sold.

Corient Private Wealth first reported a position in TSLY in Q4 2024 and held it in 4 quarters. The position peaked at $440K in Q3 2025. 49 funds tracked by Wall St. Rank hold TSLY as of Q1 2026.

  • Corient Private Wealth reported no remaining YieldMax TSLA Option Income Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • Corient Private Wealth sold 9,054 YieldMax TSLA Option Income Strategy ETF shares in Q1 2026, an estimated $340K.
  • Corient Private Wealth first reported a position in YieldMax TSLA Option Income Strategy ETF in Q4 2024 and held it in 4 quarters.
  • Corient Private Wealth's YieldMax TSLA Option Income Strategy ETF position peaked at $440K in Q3 2025.
  • 49 funds tracked by Wall St. Rank held YieldMax TSLA Option Income Strategy ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.