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Cornerstone Planning Group’s YieldMax Ultra Option Income Strategy ETF ULTY Stock Holding History

Cornerstone Planning Group’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
Q2 		$4.35K Buy
160
+20
+14% +$621 ﹤0.01% 1120
2026
Q1 		$4.45K Buy
140
+24
+21% +$834 ﹤0.01% 1118
2025
Q4 		$4.31K Buy
116
+99
+582% +$4.46K ﹤0.01% 1024
2025
Q3 		$23.5K Buy
+17
New +$1.01K ﹤0.01% 529

Other funds holding ULTY

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Cornerstone Planning Group's ULTY Position: Q2 2026 in Review

Cornerstone Planning Group increased its YieldMax Ultra Option Income Strategy ETF (ULTY) stake by 14% in Q2 2026, buying an estimated $621 and bringing the position to 160 shares worth $4.35K. The position accounts for ﹤0.01% of the portfolio, ranked #1120.

Cornerstone Planning Group first reported a position in ULTY in Q3 2025 and has held it in 4 quarters since. The position peaked at $23.5K in Q3 2025. 14 funds tracked by Wall St. Rank hold ULTY as of Q2 2026.

  • Cornerstone Planning Group held 160 shares of YieldMax Ultra Option Income Strategy ETF worth $4.35K as of Q2 2026.
  • Cornerstone Planning Group bought 20 YieldMax Ultra Option Income Strategy ETF shares in Q2 2026, an estimated $621.
  • YieldMax Ultra Option Income Strategy ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1120 holding.
  • Cornerstone Planning Group first reported a position in YieldMax Ultra Option Income Strategy ETF in Q3 2025 and has held it in 4 quarters since.
  • Cornerstone Planning Group's YieldMax Ultra Option Income Strategy ETF position peaked at $23.5K in Q3 2025.
  • 14 funds tracked by Wall St. Rank held YieldMax Ultra Option Income Strategy ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.