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Investment Partners Asset Management’s YieldMax Ultra Option Income Strategy ETF ULTY Stock Holding History

Investment Partners Asset Management’s Portfolio ULTY Stock Details ULTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,800
Closed -$153K – 171
2025
Q3 		$153K Buy
2,800
+805
+40% +$47.7K 0.1% 155
2025
Q2 		$126K Buy
+1,995
New +$120K 0.09% 153

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FDCDDQ
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Investment Partners Asset Management's ULTY Position: Q4 2025 in Review

Investment Partners Asset Management sold out of YieldMax Ultra Option Income Strategy ETF (ULTY) in Q4 2025, closing a stake of 2,800 shares — an estimated $153K sold.

Investment Partners Asset Management first reported a position in ULTY in Q2 2025 and held it in 2 quarters. The position peaked at $153K in Q3 2025. 47 funds tracked by Wall St. Rank hold ULTY as of Q4 2025.

  • Investment Partners Asset Management reported no remaining YieldMax Ultra Option Income Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • Investment Partners Asset Management sold 2,800 YieldMax Ultra Option Income Strategy ETF shares in Q4 2025, an estimated $153K.
  • Investment Partners Asset Management first reported a position in YieldMax Ultra Option Income Strategy ETF in Q2 2025 and held it in 2 quarters.
  • Investment Partners Asset Management's YieldMax Ultra Option Income Strategy ETF position peaked at $153K in Q3 2025.
  • 47 funds tracked by Wall St. Rank held YieldMax Ultra Option Income Strategy ETF as of Q4 2025.

Based on Investment Partners Asset Management's 13F filing for Q4 2025, filed 15 Jan 2026.