FWP
XYZY

Firethorn Wealth Partners’s YieldMax XYZ Option Income Strategy ETF XYZY Stock Holding History

Firethorn Wealth Partners’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
2025
Q4 		– Sell
-2,864
Closed -$125K – 199
2025
Q3 		$125K Buy
2,864
+486
+20% +$23.8K 0.05% 181
2025
Q2 		$122K Buy
+2,378
New +$118K 0.05% 170

Other funds holding XYZY

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SI
Stirlingshire Investments New York $135M AUM
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SC
Swan Capital Pensacola, Florida $272M AUM 14.84% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Firethorn Wealth Partners's XYZY Position: Q4 2025 in Review

Firethorn Wealth Partners sold out of YieldMax XYZ Option Income Strategy ETF (XYZY) in Q4 2025, closing a stake of 2,864 shares — an estimated $125K sold.

Firethorn Wealth Partners first reported a position in XYZY in Q2 2025 and held it in 2 quarters. The position peaked at $125K in Q3 2025. 11 funds tracked by Wall St. Rank hold XYZY as of Q4 2025.

  • Firethorn Wealth Partners reported no remaining YieldMax XYZ Option Income Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • Firethorn Wealth Partners sold 2,864 YieldMax XYZ Option Income Strategy ETF shares in Q4 2025, an estimated $125K.
  • Firethorn Wealth Partners first reported a position in YieldMax XYZ Option Income Strategy ETF in Q2 2025 and held it in 2 quarters.
  • Firethorn Wealth Partners's YieldMax XYZ Option Income Strategy ETF position peaked at $125K in Q3 2025.
  • 11 funds tracked by Wall St. Rank held YieldMax XYZ Option Income Strategy ETF as of Q4 2025.

Based on Firethorn Wealth Partners's 13F filing for Q4 2025, filed 8 Jan 2026.