JSAM
HOOY

J. Safra Asset Management’s YieldMax HOOD Option Income Strategy ETF HOOY Stock Holding History

J. Safra Asset Management’s Portfolio HOOY Stock Details HOOY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,520
Closed -$167K – 683
2025
Q4 		$167K Sell
3,520
-200
-5% -$12.1K 0.01% 223
2025
Q3 		$282K Buy
+3,720
New +$256K 0.02% 153

Other funds holding HOOY

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
EI
EFG International Zurich $4.67B AUM
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

J. Safra Asset Management's HOOY Position: Q1 2026 in Review

J. Safra Asset Management sold out of YieldMax HOOD Option Income Strategy ETF (HOOY) in Q1 2026, closing a stake of 3,520 shares — an estimated $167K sold.

J. Safra Asset Management first reported a position in HOOY in Q3 2025 and held it in 2 quarters. The position peaked at $282K in Q3 2025. 14 funds tracked by Wall St. Rank hold HOOY as of Q1 2026.

  • J. Safra Asset Management reported no remaining YieldMax HOOD Option Income Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • J. Safra Asset Management sold 3,520 YieldMax HOOD Option Income Strategy ETF shares in Q1 2026, an estimated $167K.
  • J. Safra Asset Management first reported a position in YieldMax HOOD Option Income Strategy ETF in Q3 2025 and held it in 2 quarters.
  • J. Safra Asset Management's YieldMax HOOD Option Income Strategy ETF position peaked at $282K in Q3 2025.
  • 14 funds tracked by Wall St. Rank held YieldMax HOOD Option Income Strategy ETF as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.