Jones Financial Companies
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Jones Financial Companies’s YieldMax Ultra Option Income Strategy ETF ULTY Stock Holding History

Jones Financial Companies’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
2026
Q2 		– Sell
-15
Closed -$450 – 5184
2026
Q1 		$450 Buy
+15
New +$521 ﹤0.01% 4508

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Jones Financial Companies's ULTY Position: Q2 2026 in Review

Jones Financial Companies sold out of YieldMax Ultra Option Income Strategy ETF (ULTY) in Q2 2026, closing a stake of 15 shares — an estimated $450 sold.

Jones Financial Companies first reported a position in ULTY in Q1 2026 and held it in 1 quarter. The position peaked at $450 in Q1 2026. 31 funds tracked by Wall St. Rank hold ULTY as of Q2 2026.

  • Jones Financial Companies reported no remaining YieldMax Ultra Option Income Strategy ETF position as of Q2 2026 after selling out during the quarter.
  • Jones Financial Companies sold 15 YieldMax Ultra Option Income Strategy ETF shares in Q2 2026, an estimated $450.
  • Jones Financial Companies first reported a position in YieldMax Ultra Option Income Strategy ETF in Q1 2026 and held it in 1 quarter.
  • Jones Financial Companies's YieldMax Ultra Option Income Strategy ETF position peaked at $450 in Q1 2026.
  • 31 funds tracked by Wall St. Rank held YieldMax Ultra Option Income Strategy ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.