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EPG Wealth Management’s YieldMax GOOGL Option Income Strategy ETF GOOY Stock Holding History

EPG Wealth Management’s Portfolio GOOY Stock Details GOOY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4,519
Closed -$53.4K – 372
2025
Q1 		$53.4K Buy
4,519
+329
+8% +$4.6K 0.01% 287
2024
Q4 		$62.1K Buy
4,190
+408
+11% +$6.17K 0.02% 283
2024
Q3 		$58.6K Buy
+3,782
New +$60.8K 0.01% 291
2024
Q2 		– Sell
-3,175
Closed -$56.7K – 301
2024
Q1 		$54.7K Buy
3,175
+49
+2% +$855 0.01% 311
2023
Q4 		$53.8K Buy
3,126
+286
+10% +$5.45K 0.01% 302
2023
Q3 		$56.2K Buy
+2,840
New +$57.6K 0.02% 290

Other funds holding GOOY

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
GSIAS
Garden State Investment Advisory Services Red Bank, New Jersey $455M AUM 25.41% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
MSFP
Mark Sheptoff Financial Planning Glastonbury, Connecticut $189M AUM 28.82% 1-Year Est. Return

EPG Wealth Management's GOOY Position: Q2 2025 in Review

EPG Wealth Management sold out of YieldMax GOOGL Option Income Strategy ETF (GOOY) in Q2 2025, closing a stake of 4,519 shares — an estimated $53.4K sold.

EPG Wealth Management first reported a position in GOOY in Q3 2023 and held it in 6 quarters. The position peaked at $62.1K in Q4 2024. 15 funds tracked by Wall St. Rank hold GOOY as of Q2 2025.

  • EPG Wealth Management reported no remaining YieldMax GOOGL Option Income Strategy ETF position as of Q2 2025 after selling out during the quarter.
  • EPG Wealth Management sold 4,519 YieldMax GOOGL Option Income Strategy ETF shares in Q2 2025, an estimated $53.4K.
  • EPG Wealth Management first reported a position in YieldMax GOOGL Option Income Strategy ETF in Q3 2023 and held it in 6 quarters.
  • EPG Wealth Management's YieldMax GOOGL Option Income Strategy ETF position peaked at $62.1K in Q4 2024.
  • 15 funds tracked by Wall St. Rank held YieldMax GOOGL Option Income Strategy ETF as of Q2 2025.

Based on EPG Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.