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ORG Wealth Partners’s YieldMax META Option Income Strategy ETF FBY Stock Holding History

ORG Wealth Partners’s Portfolio FBY Stock Details FBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-60
Closed -$954 – 623
2025
Q3 		$954 Hold
60
– – ﹤0.01% 581
2025
Q2 		$1K Hold
60
– – ﹤0.01% 619
2025
Q1 		$990 Buy
+60
New +$1.14K ﹤0.01% 702

Other funds holding FBY

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MCA
McGuire Capital Advisors Bethany, Oklahoma $156M AUM
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $890M AUM 17.33% 1-Year Est. Return

ORG Wealth Partners's FBY Position: Q4 2025 in Review

ORG Wealth Partners sold out of YieldMax META Option Income Strategy ETF (FBY) in Q4 2025, closing a stake of 60 shares — an estimated $954 sold.

ORG Wealth Partners first reported a position in FBY in Q1 2025 and held it in 3 quarters. The position peaked at $1K in Q2 2025. 25 funds tracked by Wall St. Rank hold FBY as of Q4 2025.

  • ORG Wealth Partners reported no remaining YieldMax META Option Income Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • ORG Wealth Partners sold 60 YieldMax META Option Income Strategy ETF shares in Q4 2025, an estimated $954.
  • ORG Wealth Partners first reported a position in YieldMax META Option Income Strategy ETF in Q1 2025 and held it in 3 quarters.
  • ORG Wealth Partners's YieldMax META Option Income Strategy ETF position peaked at $1K in Q2 2025.
  • 25 funds tracked by Wall St. Rank held YieldMax META Option Income Strategy ETF as of Q4 2025.

Based on ORG Wealth Partners's 13F filing for Q4 2025, filed 14 Jan 2026.