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Dynamic Advisor Solutions’s YieldMax Ultra Option Income Strategy ETF ULTY Stock Holding History

Dynamic Advisor Solutions’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
-3,454
Closed -$189K – 1005
2025
Q3 		$189K Buy
+3,454
New +$204K 0.01% 903

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QC
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Goldman Sachs
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OMC
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Dynamic Advisor Solutions's ULTY Position: Q4 2025 in Review

Dynamic Advisor Solutions sold out of YieldMax Ultra Option Income Strategy ETF (ULTY) in Q4 2025, closing a stake of 3,454 shares — an estimated $189K sold.

Dynamic Advisor Solutions first reported a position in ULTY in Q3 2025 and held it in 1 quarter. The position peaked at $189K in Q3 2025. 47 funds tracked by Wall St. Rank hold ULTY as of Q4 2025.

  • Dynamic Advisor Solutions reported no remaining YieldMax Ultra Option Income Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 3,454 YieldMax Ultra Option Income Strategy ETF shares in Q4 2025, an estimated $189K.
  • Dynamic Advisor Solutions first reported a position in YieldMax Ultra Option Income Strategy ETF in Q3 2025 and held it in 1 quarter.
  • Dynamic Advisor Solutions's YieldMax Ultra Option Income Strategy ETF position peaked at $189K in Q3 2025.
  • 47 funds tracked by Wall St. Rank held YieldMax Ultra Option Income Strategy ETF as of Q4 2025.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2025, filed 9 Jan 2026.