LFA
SNOY

Legend Financial Advisors’s YieldMax SNOW Option Income Strategy ETF SNOY Stock Holding History

Legend Financial Advisors’s Portfolio SNOY Stock Details SNOY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-500
Closed -$8.63K – 170
2025
Q2 		$8.63K Buy
+500
New +$7.98K 0.01% 119

Other funds holding SNOY

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
WCM
Westend Capital Management Sausalito, California $333M AUM 86.16% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Legend Financial Advisors's SNOY Position: Q3 2025 in Review

Legend Financial Advisors sold out of YieldMax SNOW Option Income Strategy ETF (SNOY) in Q3 2025, closing a stake of 500 shares — an estimated $8.63K sold.

Legend Financial Advisors first reported a position in SNOY in Q2 2025 and held it in 1 quarter. The position peaked at $8.63K in Q2 2025. 8 funds tracked by Wall St. Rank hold SNOY as of Q3 2025.

  • Legend Financial Advisors reported no remaining YieldMax SNOW Option Income Strategy ETF position as of Q3 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 500 YieldMax SNOW Option Income Strategy ETF shares in Q3 2025, an estimated $8.63K.
  • Legend Financial Advisors first reported a position in YieldMax SNOW Option Income Strategy ETF in Q2 2025 and held it in 1 quarter.
  • Legend Financial Advisors's YieldMax SNOW Option Income Strategy ETF position peaked at $8.63K in Q2 2025.
  • 8 funds tracked by Wall St. Rank held YieldMax SNOW Option Income Strategy ETF as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.