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Garton & Associates Financial Advisors’s YieldMax NFLX Option Income Strategy ETF NFLY Stock Holding History

Garton & Associates Financial Advisors’s Portfolio NFLY Stock Details NFLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,110
Closed -$13.3K – 487
2025
Q4 		$13.3K Buy
+1,110
New +$15.7K 0.01% 758

Other funds holding NFLY

TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
SI
Stirlingshire Investments New York $135M AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
SC
Swan Capital Pensacola, Florida $292M AUM 15.76% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Garton & Associates Financial Advisors's NFLY Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of YieldMax NFLX Option Income Strategy ETF (NFLY) in Q1 2026, closing a stake of 1,110 shares — an estimated $13.3K sold.

Garton & Associates Financial Advisors first reported a position in NFLY in Q4 2025 and held it in 1 quarter. The position peaked at $13.3K in Q4 2025. 11 funds tracked by Wall St. Rank hold NFLY as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining YieldMax NFLX Option Income Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 1,110 YieldMax NFLX Option Income Strategy ETF shares in Q1 2026, an estimated $13.3K.
  • Garton & Associates Financial Advisors first reported a position in YieldMax NFLX Option Income Strategy ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's YieldMax NFLX Option Income Strategy ETF position peaked at $13.3K in Q4 2025.
  • 11 funds tracked by Wall St. Rank held YieldMax NFLX Option Income Strategy ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.