Heritage Oak Wealth Advisors’s AdvisorShares Pure Cannabis ETF YOLO Stock Holding History

Heritage Oak Wealth Advisors’s Portfolio YOLO Stock Details YOLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.65M	Buy	626,886 +31,218	+5%	+$92.9K	0.52%	22
2025 Q4	$1.97M	Sell	595,668 -327,396	-35%	-$1.06M	0.73%	20
2025 Q3	$3.26M	Sell	923,064 -11,535	-1%	-$32.1K	1.18%	16
2025 Q2	$1.77M	Buy	934,599 +168,409	+22%	+$310K	0.68%	26
2025 Q1	$1.36M	Buy	766,190 +158,965	+26%	+$343K	0.6%	30
2024 Q4	$1.47M	Buy	+607,225	New	+$1.74M	0.69%	27

Other funds holding YOLO

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $1.84B AUM 19.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Heritage Oak Wealth Advisors's YOLO Position: Q1 2026 in Review

Heritage Oak Wealth Advisors increased its AdvisorShares Pure Cannabis ETF (YOLO) stake by 5.2% in Q1 2026, buying an estimated $92.9K and bringing the position to 626,886 shares worth $1.65M. The position accounts for 0.52% of the portfolio, ranked #22.

Heritage Oak Wealth Advisors first reported a position in YOLO in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.26M in Q3 2025. 54 funds tracked by Wall St. Rank hold YOLO as of Q1 2026.

Heritage Oak Wealth Advisors held 626,886 shares of AdvisorShares Pure Cannabis ETF worth $1.65M as of Q1 2026.
Heritage Oak Wealth Advisors bought 31,218 AdvisorShares Pure Cannabis ETF shares in Q1 2026, an estimated $92.9K.
AdvisorShares Pure Cannabis ETF made up 0.52% of Heritage Oak Wealth Advisors's portfolio in Q1 2026, its #22 holding.
Heritage Oak Wealth Advisors first reported a position in AdvisorShares Pure Cannabis ETF in Q4 2024 and has held it in 6 quarters since.
Heritage Oak Wealth Advisors's AdvisorShares Pure Cannabis ETF position peaked at $3.26M in Q3 2025.
54 funds tracked by Wall St. Rank held AdvisorShares Pure Cannabis ETF as of Q1 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.