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Newbridge Financial Services Group’s YieldMax XOM Option Income Strategy ETF XOMO Stock Holding History

Newbridge Financial Services Group’s Portfolio XOMO Stock Details XOMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-500
Closed -$8.59K – 1128
2024
Q2 		$8.59K Buy
+500
New +$8.89K ﹤0.01% 742

Other funds holding XOMO

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
KWM
Keebeck Wealth Management Chicago, Illinois $889M AUM 20.87% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return

Newbridge Financial Services Group's XOMO Position: Q3 2024 in Review

Newbridge Financial Services Group sold out of YieldMax XOM Option Income Strategy ETF (XOMO) in Q3 2024, closing a stake of 500 shares — an estimated $8.59K sold.

Newbridge Financial Services Group first reported a position in XOMO in Q2 2024 and held it in 1 quarter. The position peaked at $8.59K in Q2 2024. 10 funds tracked by Wall St. Rank hold XOMO as of Q3 2024.

  • Newbridge Financial Services Group reported no remaining YieldMax XOM Option Income Strategy ETF position as of Q3 2024 after selling out during the quarter.
  • Newbridge Financial Services Group sold 500 YieldMax XOM Option Income Strategy ETF shares in Q3 2024, an estimated $8.59K.
  • Newbridge Financial Services Group first reported a position in YieldMax XOM Option Income Strategy ETF in Q2 2024 and held it in 1 quarter.
  • Newbridge Financial Services Group's YieldMax XOM Option Income Strategy ETF position peaked at $8.59K in Q2 2024.
  • 10 funds tracked by Wall St. Rank held YieldMax XOM Option Income Strategy ETF as of Q3 2024.

Based on Newbridge Financial Services Group's 13F filing for Q3 2024, filed 12 Nov 2024.