Nations Financial Group’s YieldMax Semiconductor Portfolio Option Income ETF CHPY Stock Holding History

Nations Financial Group’s Portfolio CHPY Stock Details CHPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$339K	Buy	+4,876	New	+$342K	0.02%	615

Other funds holding CHPY

RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return

Belvedere Trading Chicago, Illinois $171B AUM 106.6% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Triton Wealth Management Sun City, Arizona $336M AUM 21.83% 1-Year Est. Return

Global Assets Advisory Orlando, Florida $452M AUM 21.46% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

Aldebaran Financial $130M AUM 30.07% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Nations Financial Group's CHPY Position: Q3 2026 in Review

Nations Financial Group opened a new position in YieldMax Semiconductor Portfolio Option Income ETF (CHPY) in Q3 2026: 4,876 shares worth $339K. The stake represents 0.02% of the portfolio and ranks #615 among its holdings.

21 funds tracked by Wall St. Rank hold CHPY as of Q3 2026.

Nations Financial Group held 4,876 shares of YieldMax Semiconductor Portfolio Option Income ETF worth $339K as of Q3 2026.
YieldMax Semiconductor Portfolio Option Income ETF was a new Nations Financial Group position in Q3 2026.
YieldMax Semiconductor Portfolio Option Income ETF made up 0.02% of Nations Financial Group's portfolio in Q3 2026, its #615 holding.
21 funds tracked by Wall St. Rank held YieldMax Semiconductor Portfolio Option Income ETF as of Q3 2026.

Based on Nations Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.