EWM
YBIT

Evermay Wealth Management’s YieldMax Bitcoin Option Income Strategy ETF YBIT Stock Holding History

Evermay Wealth Management’s Portfolio YBIT Stock Details YBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-19
Closed -$992 – 577
2025
Q2 		$992 Buy
+19
New +$996 ﹤0.01% 523

Other funds holding YBIT

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
UWP
Uniting Wealth Partners Mission, Kansas $470M AUM 30.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.37B AUM 23.84% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Evermay Wealth Management's YBIT Position: Q3 2025 in Review

Evermay Wealth Management sold out of YieldMax Bitcoin Option Income Strategy ETF (YBIT) in Q3 2025, closing a stake of 19 shares — an estimated $992 sold.

Evermay Wealth Management first reported a position in YBIT in Q2 2025 and held it in 1 quarter. The position peaked at $992 in Q2 2025. 16 funds tracked by Wall St. Rank hold YBIT as of Q3 2025.

  • Evermay Wealth Management reported no remaining YieldMax Bitcoin Option Income Strategy ETF position as of Q3 2025 after selling out during the quarter.
  • Evermay Wealth Management sold 19 YieldMax Bitcoin Option Income Strategy ETF shares in Q3 2025, an estimated $992.
  • Evermay Wealth Management first reported a position in YieldMax Bitcoin Option Income Strategy ETF in Q2 2025 and held it in 1 quarter.
  • Evermay Wealth Management's YieldMax Bitcoin Option Income Strategy ETF position peaked at $992 in Q2 2025.
  • 16 funds tracked by Wall St. Rank held YieldMax Bitcoin Option Income Strategy ETF as of Q3 2025.

Based on Evermay Wealth Management's 13F filing for Q3 2025, filed 5 Nov 2025.