Fidelity Investments
XYZY

Fidelity Investments’s YieldMax XYZ Option Income Strategy ETF XYZY Stock Holding History

Fidelity Investments’s Portfolio XYZY Stock Details XYZY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-5
Closed -$170 – 5617
2025
Q4 		$170 Sell
5
-18
-78% -$698 ﹤0.01% 5220
2025
Q3 		$1.01K Buy
+23
New +$1.13K ﹤0.01% 5016

Other funds holding XYZY

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
SI
Stirlingshire Investments New York $114M AUM
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
SC
Swan Capital Pensacola, Florida $272M AUM 14.84% 1-Year Est. Return

Fidelity Investments's XYZY Position: Q1 2026 in Review

Fidelity Investments sold out of YieldMax XYZ Option Income Strategy ETF (XYZY) in Q1 2026, closing a stake of 5 shares — an estimated $170 sold.

Fidelity Investments first reported a position in XYZY in Q3 2025 and held it in 2 quarters. The position peaked at $1.01K in Q3 2025. 5 funds tracked by Wall St. Rank hold XYZY as of Q1 2026.

  • Fidelity Investments reported no remaining YieldMax XYZ Option Income Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • Fidelity Investments sold 5 YieldMax XYZ Option Income Strategy ETF shares in Q1 2026, an estimated $170.
  • Fidelity Investments first reported a position in YieldMax XYZ Option Income Strategy ETF in Q3 2025 and held it in 2 quarters.
  • Fidelity Investments's YieldMax XYZ Option Income Strategy ETF position peaked at $1.01K in Q3 2025.
  • 5 funds tracked by Wall St. Rank held YieldMax XYZ Option Income Strategy ETF as of Q1 2026.

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