Next Level Wealth Planning’s York Space Systems YSS Stock Holding History

Next Level Wealth Planning’s Portfolio YSS Stock Details YSS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$381	Buy	+44	New	+$572	﹤0.01%	509

Other funds holding YSS

71 West Capital Partners Boston, Massachusetts $3.06B AUM 23.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

Canal Insurance Company Greenville, South Carolina $426M AUM 30.47% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

JSF Financial Los Angeles, California $655M AUM 20.11% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Next Level Wealth Planning's YSS Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in York Space Systems (YSS) in Q3 2026: 44 shares worth $381. The stake represents ﹤0.01% of the portfolio and ranks #509 among its holdings.

57 funds tracked by Wall St. Rank hold YSS as of Q3 2026.

Next Level Wealth Planning held 44 shares of York Space Systems worth $381 as of Q3 2026.
York Space Systems was a new Next Level Wealth Planning position in Q3 2026.
York Space Systems made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #509 holding.
57 funds tracked by Wall St. Rank held York Space Systems as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.