Mark Sheptoff Financial Planning’s YieldMax GOOGL Option Income Strategy ETF GOOY Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio GOOY Stock Details GOOY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.1K	Hold	200	–	–	﹤0.01%	465
2025 Q4	$2.92K	Hold	200	–	–	﹤0.01%	466
2025 Q3	$2.83K	Hold	200	–	–	﹤0.01%	441
2025 Q2	$2.43K	Hold	200	–	–	﹤0.01%	456
2025 Q1	$2.36K	Buy	+200	New	+$2.79K	﹤0.01%	404

Other funds holding GOOY

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

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

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

Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return

ZEGA Investments Palm Beach Gardens, Florida $890M AUM 17.33% 1-Year Est. Return

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

OMC

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

GSIAS

Garden State Investment Advisory Services Red Bank, New Jersey $455M AUM 25.41% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Mark Sheptoff Financial Planning's GOOY Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its YieldMax GOOGL Option Income Strategy ETF (GOOY) position steady in Q1 2026 at 200 shares worth $3.1K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

Mark Sheptoff Financial Planning first reported a position in GOOY in Q1 2025 and has held it in 5 quarters since. 28 funds tracked by Wall St. Rank hold GOOY as of Q1 2026.

Mark Sheptoff Financial Planning held 200 shares of YieldMax GOOGL Option Income Strategy ETF worth $3.1K as of Q1 2026.
Mark Sheptoff Financial Planning left its YieldMax GOOGL Option Income Strategy ETF share count unchanged in Q1 2026.
YieldMax GOOGL Option Income Strategy ETF made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #465 holding.
Mark Sheptoff Financial Planning first reported a position in YieldMax GOOGL Option Income Strategy ETF in Q1 2025 and has held it in 5 quarters since.
28 funds tracked by Wall St. Rank held YieldMax GOOGL Option Income Strategy ETF as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.