Independent Financial Group’s YieldMax TSLA Option Income Strategy ETF TSLY Stock Holding History

Independent Financial Group’s Portfolio TSLY Stock Details TSLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-15,331	Closed	-$576K	–	1528
2025 Q4	$576K	Buy	15,331 +2,465	+19%	+$99.7K	0.01%	835
2025 Q3	$607K	Buy	12,866 +6,870	+115%	+$277K	0.01%	767
2025 Q2	$245K	Buy	+5,996	New	+$255K	0.01%	1119
2025 Q1	–	Sell	-50,601	Closed	-$3.61M	–	1268
2024 Q4	$3.61M	Buy	+50,601	New	+$3.58M	0.12%	165

Other funds holding TSLY

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Oasis Advisors Forest City, Iowa $154M AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

MCA

McGuire Capital Advisors Bethany, Oklahoma $183M AUM

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

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

FIA

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Independent Financial Group's TSLY Position: Q1 2026 in Review

Independent Financial Group sold out of YieldMax TSLA Option Income Strategy ETF (TSLY) in Q1 2026, closing a stake of 15,331 shares — an estimated $576K sold.

Independent Financial Group first reported a position in TSLY in Q4 2024 and held it in 4 quarters. The position peaked at $3.61M in Q4 2024. 49 funds tracked by Wall St. Rank hold TSLY as of Q1 2026.

Independent Financial Group reported no remaining YieldMax TSLA Option Income Strategy ETF position as of Q1 2026 after selling out during the quarter.
Independent Financial Group sold 15,331 YieldMax TSLA Option Income Strategy ETF shares in Q1 2026, an estimated $576K.
Independent Financial Group first reported a position in YieldMax TSLA Option Income Strategy ETF in Q4 2024 and held it in 4 quarters.
Independent Financial Group's YieldMax TSLA Option Income Strategy ETF position peaked at $3.61M in Q4 2024.
49 funds tracked by Wall St. Rank held YieldMax TSLA Option Income Strategy ETF as of Q1 2026.

Based on Independent Financial Group's 13F filing for Q1 2026, filed 5 May 2026.