NBC Securities’s YieldMax JP Option Income Strategy ETF JPO Stock Holding History

NBC Securities’s Portfolio JPO Stock Details JPO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.8K	Hold	511	–	–	﹤0.01%	2035
2026 Q2	$7.18K	Hold	511	–	–	﹤0.01%	1987
2026 Q1	$7.09K	Buy	+511	New	+$7.47K	﹤0.01%	2024

Other funds holding JPO

HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return

Acorn Wealth Advisors Grand Blanc, Michigan $407M AUM 14.44% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

NBC Securities's JPO Position: Q3 2026 in Review

NBC Securities held its YieldMax JP Option Income Strategy ETF (JPO) position steady in Q3 2026 at 511 shares worth $6.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2035.

NBC Securities first reported a position in JPO in Q1 2026 and has held it in 3 quarters since. The position peaked at $7.18K in Q2 2026. 7 funds tracked by Wall St. Rank hold JPO as of Q3 2026.

NBC Securities held 511 shares of YieldMax JP Option Income Strategy ETF worth $6.8K as of Q3 2026.
NBC Securities left its YieldMax JP Option Income Strategy ETF share count unchanged in Q3 2026.
YieldMax JP Option Income Strategy ETF made up ﹤0.01% of NBC Securities's portfolio in Q3 2026, its #2035 holding.
NBC Securities first reported a position in YieldMax JP Option Income Strategy ETF in Q1 2026 and has held it in 3 quarters since.
NBC Securities's YieldMax JP Option Income Strategy ETF position peaked at $7.18K in Q2 2026.
7 funds tracked by Wall St. Rank held YieldMax JP Option Income Strategy ETF as of Q3 2026.

Based on NBC Securities's 13F filing for Q3 2026, filed 26 Oct 2026.