BFC Planning, Inc.’s YieldMax GOOGL Option Income Strategy ETF GOOY Stock Holding History

BFC Planning, Inc.’s Portfolio GOOY Stock Details GOOY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$166K	Sell	12,493 -6,941	-36%	-$98.6K	0.01%	1009
2026 Q1	$247K	Buy	19,434 +14,817	+321%	+$209K	0.01%	798
2025 Q4	$67.4K	Buy	4,617 +1,246	+37%	+$18K	﹤0.01%	1245
2025 Q3	$47.7K	Buy	3,371 +2,712	+412%	+$35.9K	﹤0.01%	1212
2025 Q2	$8.02K	Buy	659 +159	+32%	+$1.92K	﹤0.01%	1905
2025 Q1	$5.91K	Hold	500	–	–	﹤0.01%	1962
2024 Q4	$7.41K	Buy	+500	New	+$7.56K	﹤0.01%	1882

Other funds holding GOOY

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.53% 1-Year Est. Return

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

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

Cavalier Investments Alpharetta, Georgia $2.41B AUM 38.25% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $6.31B AUM 20.8% 1-Year Est. Return

Visionary Wealth Advisors O'fallon, Illinois $2.55B AUM 17.5% 1-Year Est. Return

ZEGA Investments Palm Beach Gardens, Florida $917M AUM 21.57% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Belvedere Trading Chicago, Illinois $171B AUM 106.6% 1-Year Est. Return

BFC Planning, Inc.'s GOOY Position: Q2 2026 in Review

BFC Planning, Inc. reduced its YieldMax GOOGL Option Income Strategy ETF (GOOY) stake by 36% in Q2 2026, selling an estimated $98.6K and leaving 12,493 shares worth $166K. The position accounts for 0.01% of the portfolio, ranked #1009.

BFC Planning, Inc. first reported a position in GOOY in Q4 2024 and has held it in 7 quarters since. The position peaked at $247K in Q1 2026. 33 funds tracked by Wall St. Rank hold GOOY as of Q2 2026.

BFC Planning, Inc. held 12,493 shares of YieldMax GOOGL Option Income Strategy ETF worth $166K as of Q2 2026.
BFC Planning, Inc. sold 6,941 YieldMax GOOGL Option Income Strategy ETF shares in Q2 2026, an estimated $98.6K.
YieldMax GOOGL Option Income Strategy ETF made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1009 holding.
BFC Planning, Inc. first reported a position in YieldMax GOOGL Option Income Strategy ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s YieldMax GOOGL Option Income Strategy ETF position peaked at $247K in Q1 2026.
33 funds tracked by Wall St. Rank held YieldMax GOOGL Option Income Strategy ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.