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

Napa 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
Q1 		– Sell
-5,332
Closed -$478K – 219
2024
Q4 		$478K Buy
+5,332
New +$532K 0.21% 131

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ZI
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BCI
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Napa Wealth Management's ULTY Position: Q1 2025 in Review

Napa Wealth Management sold out of YieldMax Ultra Option Income Strategy ETF (ULTY) in Q1 2025, closing a stake of 5,332 shares — an estimated $478K sold.

Napa Wealth Management first reported a position in ULTY in Q4 2024 and held it in 1 quarter. The position peaked at $478K in Q4 2024. 20 funds tracked by Wall St. Rank hold ULTY as of Q1 2025.

  • Napa Wealth Management reported no remaining YieldMax Ultra Option Income Strategy ETF position as of Q1 2025 after selling out during the quarter.
  • Napa Wealth Management sold 5,332 YieldMax Ultra Option Income Strategy ETF shares in Q1 2025, an estimated $478K.
  • Napa Wealth Management first reported a position in YieldMax Ultra Option Income Strategy ETF in Q4 2024 and held it in 1 quarter.
  • Napa Wealth Management's YieldMax Ultra Option Income Strategy ETF position peaked at $478K in Q4 2024.
  • 20 funds tracked by Wall St. Rank held YieldMax Ultra Option Income Strategy ETF as of Q1 2025.

Based on Napa Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.