Fidelity Investments’s YieldMax AI Option Income Strategy ETF AIYY Stock Holding History

Fidelity Investments’s Portfolio AIYY Stock Details AIYY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-4	Closed	-$70	–	5415
2025 Q4	$70	Buy	4 +2	+100%	+$44	﹤0.01%	5263
2025 Q3	$57	Buy	+2	New	+$67	﹤0.01%	5232
2025 Q1	–	Hold	0	–	-$9	–	5291
2024 Q4	–	Hold	0	–	–	–	5448
2024 Q3	–	Hold	0	–	-$12	–	5480
2024 Q2	–	Hold	0	–	–	–	5258

Other funds holding AIYY

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

VCM

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

HCM

Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments's AIYY Position: Q1 2026 in Review

Fidelity Investments sold out of YieldMax AI Option Income Strategy ETF (AIYY) in Q1 2026, closing a stake of 4 shares — an estimated $70 sold.

Fidelity Investments first reported a position in AIYY in Q3 2025 and held it in 2 quarters. The position peaked at $70 in Q4 2025. 5 funds tracked by Wall St. Rank hold AIYY as of Q1 2026.

Fidelity Investments reported no remaining YieldMax AI Option Income Strategy ETF position as of Q1 2026 after selling out during the quarter.
Fidelity Investments sold 4 YieldMax AI Option Income Strategy ETF shares in Q1 2026, an estimated $70.
Fidelity Investments first reported a position in YieldMax AI Option Income Strategy ETF in Q3 2025 and held it in 2 quarters.
Fidelity Investments's YieldMax AI Option Income Strategy ETF position peaked at $70 in Q4 2025.
5 funds tracked by Wall St. Rank held YieldMax AI Option Income Strategy ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.