Financial Engines Advisors
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Financial Engines Advisors’s YieldMax Ultra Option Income Strategy ETF ULTY Stock Holding History

Financial Engines 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
2025
Q4 		– Sell
-1,941
Closed -$106K – 565
2025
Q3 		$106K Buy
+1,941
New +$115K ﹤0.01% 534

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Financial Engines Advisors's ULTY Position: Q4 2025 in Review

Financial Engines Advisors sold out of YieldMax Ultra Option Income Strategy ETF (ULTY) in Q4 2025, closing a stake of 1,941 shares — an estimated $106K sold.

Financial Engines Advisors first reported a position in ULTY in Q3 2025 and held it in 1 quarter. The position peaked at $106K in Q3 2025. 47 funds tracked by Wall St. Rank hold ULTY as of Q4 2025.

  • Financial Engines Advisors reported no remaining YieldMax Ultra Option Income Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • Financial Engines Advisors sold 1,941 YieldMax Ultra Option Income Strategy ETF shares in Q4 2025, an estimated $106K.
  • Financial Engines Advisors first reported a position in YieldMax Ultra Option Income Strategy ETF in Q3 2025 and held it in 1 quarter.
  • Financial Engines Advisors's YieldMax Ultra Option Income Strategy ETF position peaked at $106K in Q3 2025.
  • 47 funds tracked by Wall St. Rank held YieldMax Ultra Option Income Strategy ETF as of Q4 2025.

Based on Financial Engines Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.