NFSG
YBIT

Newbridge Financial Services Group’s YieldMax Bitcoin Option Income Strategy ETF YBIT Stock Holding History

Newbridge Financial Services Group’s Portfolio YBIT Stock Details YBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-50
Closed -$3.44K – 1192
2024
Q3 		$3.44K Buy
+50
New +$3.68K ﹤0.01% 530

Other funds holding YBIT

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Wealth Enhancement Advisory Services
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OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EC
Elequin Capital New York $1.19B AUM 16.08% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
POIA
Pin Oak Investment Advisors Houston, Texas $141M AUM 20.83% 1-Year Est. Return

Newbridge Financial Services Group's YBIT Position: Q4 2024 in Review

Newbridge Financial Services Group sold out of YieldMax Bitcoin Option Income Strategy ETF (YBIT) in Q4 2024, closing a stake of 50 shares — an estimated $3.44K sold.

Newbridge Financial Services Group first reported a position in YBIT in Q3 2024 and held it in 1 quarter. The position peaked at $3.44K in Q3 2024. 12 funds tracked by Wall St. Rank hold YBIT as of Q4 2024.

  • Newbridge Financial Services Group reported no remaining YieldMax Bitcoin Option Income Strategy ETF position as of Q4 2024 after selling out during the quarter.
  • Newbridge Financial Services Group sold 50 YieldMax Bitcoin Option Income Strategy ETF shares in Q4 2024, an estimated $3.44K.
  • Newbridge Financial Services Group first reported a position in YieldMax Bitcoin Option Income Strategy ETF in Q3 2024 and held it in 1 quarter.
  • Newbridge Financial Services Group's YieldMax Bitcoin Option Income Strategy ETF position peaked at $3.44K in Q3 2024.
  • 12 funds tracked by Wall St. Rank held YieldMax Bitcoin Option Income Strategy ETF as of Q4 2024.

Based on Newbridge Financial Services Group's 13F filing for Q4 2024, filed 28 Jan 2025.