IAAG
JPO

Innovative Asset Advisors Group’s YieldMax JP Option Income Strategy ETF JPO Stock Holding History

Innovative Asset Advisors Group’s Portfolio JPO Stock Details JPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-131
Closed -$1.82K – 663
2026
Q1 		$1.82K Buy
+131
New +$1.92K ﹤0.01% 916

Other funds holding JPO

TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Innovative Asset Advisors Group's JPO Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of YieldMax JP Option Income Strategy ETF (JPO) in Q2 2026, closing a stake of 131 shares — an estimated $1.82K sold.

Innovative Asset Advisors Group first reported a position in JPO in Q1 2026 and held it in 1 quarter. The position peaked at $1.82K in Q1 2026. 10 funds tracked by Wall St. Rank hold JPO as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining YieldMax JP Option Income Strategy ETF position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 131 YieldMax JP Option Income Strategy ETF shares in Q2 2026, an estimated $1.82K.
  • Innovative Asset Advisors Group first reported a position in YieldMax JP Option Income Strategy ETF in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's YieldMax JP Option Income Strategy ETF position peaked at $1.82K in Q1 2026.
  • 10 funds tracked by Wall St. Rank held YieldMax JP Option Income Strategy ETF as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.