OWP
GPTY

ORG Wealth Partners’s YieldMax AI & Tech Portfolio Option Income ETF GPTY Stock Holding History

ORG Wealth Partners’s Portfolio GPTY Stock Details GPTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-30
Closed -$1.43K – 661
2025
Q3 		$1.43K Buy
+30
New +$1.38K ﹤0.01% 571

Other funds holding GPTY

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

ORG Wealth Partners sold out of YieldMax AI & Tech Portfolio Option Income ETF (GPTY) in Q4 2025, closing a stake of 30 shares — an estimated $1.43K sold.

ORG Wealth Partners first reported a position in GPTY in Q3 2025 and held it in 1 quarter. The position peaked at $1.43K in Q3 2025. 5 funds tracked by Wall St. Rank hold GPTY as of Q4 2025.

  • ORG Wealth Partners reported no remaining YieldMax AI & Tech Portfolio Option Income ETF position as of Q4 2025 after selling out during the quarter.
  • ORG Wealth Partners sold 30 YieldMax AI & Tech Portfolio Option Income ETF shares in Q4 2025, an estimated $1.43K.
  • ORG Wealth Partners first reported a position in YieldMax AI & Tech Portfolio Option Income ETF in Q3 2025 and held it in 1 quarter.
  • ORG Wealth Partners's YieldMax AI & Tech Portfolio Option Income ETF position peaked at $1.43K in Q3 2025.
  • 5 funds tracked by Wall St. Rank held YieldMax AI & Tech Portfolio Option Income ETF as of Q4 2025.

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