Global Assets Advisory
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Global Assets Advisory’s YieldMax Semiconductor Portfolio Option Income ETF CHPY Stock Holding History

Global Assets Advisory’s Portfolio CHPY Stock Details CHPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$317K Buy
+4,435
New +$311K 0.07% 249

Other funds holding CHPY

RiverTree Advisors
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Ameliora Wealth Management
Ameliora Wealth Management Zurich, Switzerland $350M AUM 14.23% 1-Year Est. Return
NBC Securities
NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Capital Investment Advisory Services
Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

Global Assets Advisory's CHPY Position: Q3 2026 in Review

Global Assets Advisory opened a new position in YieldMax Semiconductor Portfolio Option Income ETF (CHPY) in Q3 2026: 4,435 shares worth $317K. The stake represents 0.07% of the portfolio and ranks #249 among its holdings.

11 funds tracked by Wall St. Rank hold CHPY as of Q3 2026.

  • Global Assets Advisory held 4,435 shares of YieldMax Semiconductor Portfolio Option Income ETF worth $317K as of Q3 2026.
  • YieldMax Semiconductor Portfolio Option Income ETF was a new Global Assets Advisory position in Q3 2026.
  • YieldMax Semiconductor Portfolio Option Income ETF made up 0.07% of Global Assets Advisory's portfolio in Q3 2026, its #249 holding.
  • 11 funds tracked by Wall St. Rank held YieldMax Semiconductor Portfolio Option Income ETF as of Q3 2026.

Based on Global Assets Advisory's 13F filing for Q3 2026, filed 28 Oct 2026.