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 Q2	$1.77M	Sell	611,619 -15,267	-2%	-$45.2K	0.52%	23
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 $6.31B AUM 20.77% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Heritage Oak Wealth Advisors's YOLO Position: Q2 2026 in Review

Heritage Oak Wealth Advisors reduced its AdvisorShares Pure Cannabis ETF (YOLO) stake by 2.4% in Q2 2026, selling an estimated $45.2K and leaving 611,619 shares worth $1.77M. The position accounts for 0.52% of the portfolio, ranked #23.

Heritage Oak Wealth Advisors first reported a position in YOLO in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.26M in Q3 2025. 56 funds tracked by Wall St. Rank hold YOLO as of Q2 2026.

Heritage Oak Wealth Advisors held 611,619 shares of AdvisorShares Pure Cannabis ETF worth $1.77M as of Q2 2026.
Heritage Oak Wealth Advisors sold 15,267 AdvisorShares Pure Cannabis ETF shares in Q2 2026, an estimated $45.2K.
AdvisorShares Pure Cannabis ETF made up 0.52% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #23 holding.
Heritage Oak Wealth Advisors first reported a position in AdvisorShares Pure Cannabis ETF in Q4 2024 and has held it in 7 quarters since.
Heritage Oak Wealth Advisors's AdvisorShares Pure Cannabis ETF position peaked at $3.26M in Q3 2025.
56 funds tracked by Wall St. Rank held AdvisorShares Pure Cannabis ETF as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.