Halbert Hargrove Global Advisors’s YieldMax Ultra Option Income Strategy ETF ULTY Stock Holding History

Halbert Hargrove Global Advisors’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
2026 Q3	$89.8K	Buy	3,550 +1,600	+82%	+$42.8K	﹤0.01%	156
2026 Q2	$57.7K	Buy	+1,950	New	+$60.6K	﹤0.01%	206

Other funds holding ULTY

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Halbert Hargrove Global Advisors's ULTY Position: Q3 2026 in Review

Halbert Hargrove Global Advisors increased its YieldMax Ultra Option Income Strategy ETF (ULTY) stake by 82% in Q3 2026, buying an estimated $42.8K and bringing the position to 3,550 shares worth $89.8K. The position accounts for ﹤0.01% of the portfolio, ranked #156.

Halbert Hargrove Global Advisors first reported a position in ULTY in Q2 2026 and has held it in 2 quarters since. 4 funds tracked by Wall St. Rank hold ULTY as of Q3 2026.

Halbert Hargrove Global Advisors held 3,550 shares of YieldMax Ultra Option Income Strategy ETF worth $89.8K as of Q3 2026.
Halbert Hargrove Global Advisors bought 1,600 YieldMax Ultra Option Income Strategy ETF shares in Q3 2026, an estimated $42.8K.
YieldMax Ultra Option Income Strategy ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #156 holding.
Halbert Hargrove Global Advisors first reported a position in YieldMax Ultra Option Income Strategy ETF in Q2 2026 and has held it in 2 quarters since.
4 funds tracked by Wall St. Rank held YieldMax Ultra Option Income Strategy ETF as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.