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

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.53% 1-Year Est. Return

Visionary Wealth Advisors O'fallon, Illinois $2.55B AUM 17.5% 1-Year Est. Return

Cavalier Investments Alpharetta, Georgia $2.41B AUM 38.25% 1-Year Est. Return

Garden State Investment Advisory Services Red Bank, New Jersey $553M AUM 31.68% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

BPI

BFC Planning, Inc. Cedar Rapids, Iowa $2.46B AUM 38.2% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 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. 16 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.
16 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.