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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
Q3 		$5.13K Hold
203
– – ﹤0.01% 4994
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

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors's ULTY Position: Q3 2026 in Review

Farther Finance Advisors held its YieldMax Ultra Option Income Strategy ETF (ULTY) position steady in Q3 2026 at 203 shares worth $5.13K. The position accounts for ﹤0.01% of the portfolio, ranked #4994.

Farther Finance Advisors first reported a position in ULTY in Q3 2024 and has held it in 7 quarters since. The position peaked at $7.58K in Q4 2025. 3 funds tracked by Wall St. Rank hold ULTY as of Q3 2026.

  • Farther Finance Advisors held 203 shares of YieldMax Ultra Option Income Strategy ETF worth $5.13K as of Q3 2026.
  • Farther Finance Advisors left its YieldMax Ultra Option Income Strategy ETF share count unchanged in Q3 2026.
  • YieldMax Ultra Option Income Strategy ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4994 holding.
  • Farther Finance Advisors first reported a position in YieldMax Ultra Option Income Strategy ETF in Q3 2024 and has held it in 7 quarters since.
  • Farther Finance Advisors's YieldMax Ultra Option Income Strategy ETF position peaked at $7.58K in Q4 2025.
  • 3 funds tracked by Wall St. Rank held YieldMax Ultra Option Income Strategy ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.