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

Keyes Stange & Wooten Wealth 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
2026 Q1	–	Sell	-6,236	Closed	-$233K	–	79
2025 Q4	$233K	Buy	6,236 +2,538	+69%	+$114K	0.11%	66
2025 Q3	$202K	Buy	+3,698	New	+$219K	0.1%	67

Other funds holding ULTY

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Keyes Stange & Wooten Wealth Management's ULTY Position: Q1 2026 in Review

Keyes Stange & Wooten Wealth Management sold out of YieldMax Ultra Option Income Strategy ETF (ULTY) in Q1 2026, closing a stake of 6,236 shares — an estimated $233K sold.

Keyes Stange & Wooten Wealth Management first reported a position in ULTY in Q3 2025 and held it in 2 quarters. The position peaked at $233K in Q4 2025. 37 funds tracked by Wall St. Rank hold ULTY as of Q1 2026.

Keyes Stange & Wooten Wealth Management reported no remaining YieldMax Ultra Option Income Strategy ETF position as of Q1 2026 after selling out during the quarter.
Keyes Stange & Wooten Wealth Management sold 6,236 YieldMax Ultra Option Income Strategy ETF shares in Q1 2026, an estimated $233K.
Keyes Stange & Wooten Wealth Management first reported a position in YieldMax Ultra Option Income Strategy ETF in Q3 2025 and held it in 2 quarters.
Keyes Stange & Wooten Wealth Management's YieldMax Ultra Option Income Strategy ETF position peaked at $233K in Q4 2025.
37 funds tracked by Wall St. Rank held YieldMax Ultra Option Income Strategy ETF as of Q1 2026.

Based on Keyes Stange & Wooten Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.