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Crewe Advisors’s YieldMax Innovation Option Income Strategy ETF OARK Stock Holding History

Crewe Advisors’s Portfolio OARK Stock Details OARK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-60
Closed -$3.18K – 758
2024
Q3 		$3.18K Buy
+60
New +$3.12K ﹤0.01% 606

Other funds holding OARK

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return

Crewe Advisors's OARK Position: Q4 2024 in Review

Crewe Advisors sold out of YieldMax Innovation Option Income Strategy ETF (OARK) in Q4 2024, closing a stake of 60 shares — an estimated $3.18K sold.

Crewe Advisors first reported a position in OARK in Q3 2024 and held it in 1 quarter. The position peaked at $3.18K in Q3 2024. 11 funds tracked by Wall St. Rank hold OARK as of Q4 2024.

  • Crewe Advisors reported no remaining YieldMax Innovation Option Income Strategy ETF position as of Q4 2024 after selling out during the quarter.
  • Crewe Advisors sold 60 YieldMax Innovation Option Income Strategy ETF shares in Q4 2024, an estimated $3.18K.
  • Crewe Advisors first reported a position in YieldMax Innovation Option Income Strategy ETF in Q3 2024 and held it in 1 quarter.
  • Crewe Advisors's YieldMax Innovation Option Income Strategy ETF position peaked at $3.18K in Q3 2024.
  • 11 funds tracked by Wall St. Rank held YieldMax Innovation Option Income Strategy ETF as of Q4 2024.

Based on Crewe Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.