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 Q2	$26	Buy	+1	New	+$27	﹤0.01%	5490
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

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Stirlingshire Investments New York $135M AUM

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

Swan Capital Pensacola, Florida $292M AUM 15.76% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

Fidelity Investments's XYZY Position: Q2 2026 in Review

Fidelity Investments opened a new position in YieldMax XYZ Option Income Strategy ETF (XYZY) in Q2 2026: 1 share worth $26. The stake represents ﹤0.01% of the portfolio and ranks #5490 among its holdings. This is a return to the name: Fidelity Investments previously reported a position in XYZY as recently as Q4 2025.

Fidelity Investments first reported a position in XYZY in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.01K in Q3 2025. 10 funds tracked by Wall St. Rank hold XYZY as of Q2 2026.

Fidelity Investments held 1 share of YieldMax XYZ Option Income Strategy ETF worth $26 as of Q2 2026.
YieldMax XYZ Option Income Strategy ETF was a new Fidelity Investments position in Q2 2026.
YieldMax XYZ Option Income Strategy ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #5490 holding.
Fidelity Investments first reported a position in YieldMax XYZ Option Income Strategy ETF in Q3 2025 and has held it in 3 quarters since.
Fidelity Investments's YieldMax XYZ Option Income Strategy ETF position peaked at $1.01K in Q3 2025.
10 funds tracked by Wall St. Rank held YieldMax XYZ Option Income Strategy ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.