Farther Finance Advisors’s YieldMax Ultra Option Income Strategy ETF ULTY Stock Holding History

Farther Finance Advisors’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
2026 Q2	$6K	Hold	203	–	–	﹤0.01%	4699
2026 Q1	$6.19K	Hold	203	–	–	﹤0.01%	4384
2025 Q4	$7.58K	Buy	+203	New	+$9.14K	﹤0.01%	4094
2025 Q2	–	Sell	-6	Closed	-$350	–	4678
2025 Q1	$350	Hold	6	–	–	﹤0.01%	3845
2024 Q4	$511	Buy	6 +1	+20%	+$100	﹤0.01%	3437
2024 Q3	$551	Buy	+5	New	+$588	﹤0.01%	3401

Other funds holding ULTY

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Farther Finance Advisors's ULTY Position: Q2 2026 in Review

Farther Finance Advisors held its YieldMax Ultra Option Income Strategy ETF (ULTY) position steady in Q2 2026 at 203 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #4699.

Farther Finance Advisors first reported a position in ULTY in Q3 2024 and has held it in 6 quarters since. The position peaked at $7.58K in Q4 2025. 5 funds tracked by Wall St. Rank hold ULTY as of Q2 2026.

Farther Finance Advisors held 203 shares of YieldMax Ultra Option Income Strategy ETF worth $6K as of Q2 2026.
Farther Finance Advisors left its YieldMax Ultra Option Income Strategy ETF share count unchanged in Q2 2026.
YieldMax Ultra Option Income Strategy ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4699 holding.
Farther Finance Advisors first reported a position in YieldMax Ultra Option Income Strategy ETF in Q3 2024 and has held it in 6 quarters since.
Farther Finance Advisors's YieldMax Ultra Option Income Strategy ETF position peaked at $7.58K in Q4 2025.
5 funds tracked by Wall St. Rank held YieldMax Ultra Option Income Strategy ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.