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Global Retirement Partners’s YieldMax Ultra Option Income Strategy ETF ULTY Stock Holding History

Global Retirement Partners’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
Q3 		– Sell
-2,000
Closed -$126K – 4041
2025
Q2 		$126K Buy
+2,000
New +$121K ﹤0.01% 1315

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Global Retirement Partners's ULTY Position: Q3 2025 in Review

Global Retirement Partners sold out of YieldMax Ultra Option Income Strategy ETF (ULTY) in Q3 2025, closing a stake of 2,000 shares — an estimated $126K sold.

Global Retirement Partners first reported a position in ULTY in Q2 2025 and held it in 1 quarter. The position peaked at $126K in Q2 2025. 99 funds tracked by Wall St. Rank hold ULTY as of Q3 2025.

  • Global Retirement Partners reported no remaining YieldMax Ultra Option Income Strategy ETF position as of Q3 2025 after selling out during the quarter.
  • Global Retirement Partners sold 2,000 YieldMax Ultra Option Income Strategy ETF shares in Q3 2025, an estimated $126K.
  • Global Retirement Partners first reported a position in YieldMax Ultra Option Income Strategy ETF in Q2 2025 and held it in 1 quarter.
  • Global Retirement Partners's YieldMax Ultra Option Income Strategy ETF position peaked at $126K in Q2 2025.
  • 99 funds tracked by Wall St. Rank held YieldMax Ultra Option Income Strategy ETF as of Q3 2025.

Based on Global Retirement Partners's 13F filing for Q3 2025, filed 21 Oct 2025.