Mercer Global Advisors
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Mercer Global Advisors’s YieldMax Ultra Option Income Strategy ETF ULTY Stock Holding History

Mercer Global Advisors’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
Q2 		$148 Buy
+5
New +$155 ﹤0.01% 5939

Other funds holding ULTY

TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Mercer Global Advisors's ULTY Position: Q2 2026 in Review

Mercer Global Advisors opened a new position in YieldMax Ultra Option Income Strategy ETF (ULTY) in Q2 2026: 5 shares worth $148. The stake represents ﹤0.01% of the portfolio and ranks #5939 among its holdings.

23 funds tracked by Wall St. Rank hold ULTY as of Q2 2026.

  • Mercer Global Advisors held 5 shares of YieldMax Ultra Option Income Strategy ETF worth $148 as of Q2 2026.
  • YieldMax Ultra Option Income Strategy ETF was a new Mercer Global Advisors position in Q2 2026.
  • YieldMax Ultra Option Income Strategy ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #5939 holding.
  • 23 funds tracked by Wall St. Rank held YieldMax Ultra Option Income Strategy ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.