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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
Q2 		$57.7K Buy
+1,950
New +$60.6K ﹤0.01% 206

Other funds holding ULTY

SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Halbert Hargrove Global Advisors's ULTY Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in YieldMax Ultra Option Income Strategy ETF (ULTY) in Q2 2026: 1,950 shares worth $57.7K. The stake represents ﹤0.01% of the portfolio and ranks #206 among its holdings.

5 funds tracked by Wall St. Rank hold ULTY as of Q2 2026.

  • Halbert Hargrove Global Advisors held 1,950 shares of YieldMax Ultra Option Income Strategy ETF worth $57.7K as of Q2 2026.
  • YieldMax Ultra Option Income Strategy ETF was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • YieldMax Ultra Option Income Strategy ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #206 holding.
  • 5 funds tracked by Wall St. Rank held YieldMax Ultra Option Income Strategy ETF as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.