Orion Portfolio Solutions’s YieldMax Ultra Option Income Strategy ETF ULTY Stock Holding History

Orion Portfolio Solutions’s Portfolio ULTY Stock Details ULTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$78.6K	Buy	+1,299	New	+$101K	﹤0.01%	1855

Other funds holding ULTY

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

GWN Securities Palm Beach Gardens, Florida $598M AUM 32.4% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

TAM

Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return

Orion Portfolio Solutions's ULTY Position: Q1 2025 in Review

Orion Portfolio Solutions opened a new position in YieldMax Ultra Option Income Strategy ETF (ULTY) in Q1 2025: 1,299 shares worth $78.6K. The stake represents ﹤0.01% of the portfolio and ranks #1855 among its holdings.

20 funds tracked by Wall St. Rank hold ULTY as of Q1 2025.

Orion Portfolio Solutions held 1,299 shares of YieldMax Ultra Option Income Strategy ETF worth $78.6K as of Q1 2025.
YieldMax Ultra Option Income Strategy ETF was a new Orion Portfolio Solutions position in Q1 2025.
YieldMax Ultra Option Income Strategy ETF made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1855 holding.
20 funds tracked by Wall St. Rank held YieldMax Ultra Option Income Strategy ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.