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Kingsview Wealth Management’s YieldMax Ultra Option Income Strategy ETF ULTY Stock Holding History

Kingsview 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
2025
Q4 		– Sell
-3,481
Closed -$190K – 1334
2025
Q3 		$190K Buy
+3,481
New +$206K ﹤0.01% 1150

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QC
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OMC
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UBS Group
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Simplex Trading
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Kingsview Wealth Management's ULTY Position: Q4 2025 in Review

Kingsview Wealth Management sold out of YieldMax Ultra Option Income Strategy ETF (ULTY) in Q4 2025, closing a stake of 3,481 shares — an estimated $190K sold.

Kingsview Wealth Management first reported a position in ULTY in Q3 2025 and held it in 1 quarter. The position peaked at $190K in Q3 2025. 47 funds tracked by Wall St. Rank hold ULTY as of Q4 2025.

  • Kingsview Wealth Management reported no remaining YieldMax Ultra Option Income Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • Kingsview Wealth Management sold 3,481 YieldMax Ultra Option Income Strategy ETF shares in Q4 2025, an estimated $190K.
  • Kingsview Wealth Management first reported a position in YieldMax Ultra Option Income Strategy ETF in Q3 2025 and held it in 1 quarter.
  • Kingsview Wealth Management's YieldMax Ultra Option Income Strategy ETF position peaked at $190K in Q3 2025.
  • 47 funds tracked by Wall St. Rank held YieldMax Ultra Option Income Strategy ETF as of Q4 2025.

Based on Kingsview Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.