IFP Advisors’s YieldMax XOM Option Income Strategy ETF XOMO Stock Holding History

IFP Advisors’s Portfolio XOMO Stock Details XOMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-700	Closed	-$8.2K	–	5180
2025 Q4	$8.2K	Hold	700	–	–	﹤0.01%	3174
2025 Q3	$8.39K	Hold	700	–	–	﹤0.01%	2990
2025 Q2	$8.71K	Buy	+700	New	+$9.02K	﹤0.01%	3001

Other funds holding XOMO

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

ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

IFP Advisors's XOMO Position: Q1 2026 in Review

IFP Advisors sold out of YieldMax XOM Option Income Strategy ETF (XOMO) in Q1 2026, closing a stake of 700 shares — an estimated $8.2K sold.

IFP Advisors first reported a position in XOMO in Q2 2025 and held it in 3 quarters. The position peaked at $8.71K in Q2 2025. 5 funds tracked by Wall St. Rank hold XOMO as of Q1 2026.

IFP Advisors reported no remaining YieldMax XOM Option Income Strategy ETF position as of Q1 2026 after selling out during the quarter.
IFP Advisors sold 700 YieldMax XOM Option Income Strategy ETF shares in Q1 2026, an estimated $8.2K.
IFP Advisors first reported a position in YieldMax XOM Option Income Strategy ETF in Q2 2025 and held it in 3 quarters.
IFP Advisors's YieldMax XOM Option Income Strategy ETF position peaked at $8.71K in Q2 2025.
5 funds tracked by Wall St. Rank held YieldMax XOM Option Income Strategy ETF as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.