IW
Instrumental Wealth’s YieldMax TSLA Option Income Strategy ETF TSLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-61,391
| Closed | -$511K | – | 60 |
|
|
2025
Q1 | $511K | Buy |
61,391
+24,627
| +67% | +$205K | 0.46% | 26 |
|
|
2024
Q4 | $406K | Buy |
36,764
+1,289
| +4% | +$14.2K | 0.38% | 25 |
|
|
2024
Q3 | $402K | Buy |
35,475
+2,553
| +8% | +$28.9K | 0.39% | 26 |
|
|
2024
Q2 | $497K | Buy |
32,922
+911
| +3% | +$13.8K | 0.51% | 22 |
|
|
2024
Q1 | $486K | Buy |
+32,011
| New | +$486K | 0.21% | 25 |
|