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Keyes Stange & Wooten Wealth Management’s YieldMax TSLA Option Income Strategy ETF TSLY Stock Holding History

Keyes Stange & Wooten Wealth Management’s Portfolio TSLY Stock Details TSLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,621
Closed -$193K – 66
2023
Q4 		$193K Buy
+1,621
New +$196K 0.21% 57

Other funds holding TSLY

IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
BCM
BluePath Capital Management Atlanta, Georgia $145M AUM 25.38% 1-Year Est. Return
IW
Instrumental Wealth Tampa, Florida $198M AUM 24.07% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $374M AUM 22.6% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Keyes Stange & Wooten Wealth Management's TSLY Position: Q1 2024 in Review

Keyes Stange & Wooten Wealth Management sold out of YieldMax TSLA Option Income Strategy ETF (TSLY) in Q1 2024, closing a stake of 1,621 shares — an estimated $193K sold.

Keyes Stange & Wooten Wealth Management first reported a position in TSLY in Q4 2023 and held it in 1 quarter. The position peaked at $193K in Q4 2023. 30 funds tracked by Wall St. Rank hold TSLY as of Q1 2024.

  • Keyes Stange & Wooten Wealth Management reported no remaining YieldMax TSLA Option Income Strategy ETF position as of Q1 2024 after selling out during the quarter.
  • Keyes Stange & Wooten Wealth Management sold 1,621 YieldMax TSLA Option Income Strategy ETF shares in Q1 2024, an estimated $193K.
  • Keyes Stange & Wooten Wealth Management first reported a position in YieldMax TSLA Option Income Strategy ETF in Q4 2023 and held it in 1 quarter.
  • Keyes Stange & Wooten Wealth Management's YieldMax TSLA Option Income Strategy ETF position peaked at $193K in Q4 2023.
  • 30 funds tracked by Wall St. Rank held YieldMax TSLA Option Income Strategy ETF as of Q1 2024.

Based on Keyes Stange & Wooten Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.