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Plante Moran Financial Advisors’s YieldMax META Option Income Strategy ETF FBY Stock Holding History

Plante Moran Financial Advisors’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
2024
Q2 		– Sell
-1,025
Closed -$23.3K – 814
2024
Q1 		$23.3K Buy
+1,025
New +$23K ﹤0.01% 481

Other funds holding FBY

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CJ
Caitlin John Brighton, Michigan $167M AUM 23.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return

Plante Moran Financial Advisors's FBY Position: Q2 2024 in Review

Plante Moran Financial Advisors sold out of YieldMax META Option Income Strategy ETF (FBY) in Q2 2024, closing a stake of 1,025 shares — an estimated $23.3K sold.

Plante Moran Financial Advisors first reported a position in FBY in Q1 2024 and held it in 1 quarter. The position peaked at $23.3K in Q1 2024. 11 funds tracked by Wall St. Rank hold FBY as of Q2 2024.

  • Plante Moran Financial Advisors reported no remaining YieldMax META Option Income Strategy ETF position as of Q2 2024 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 1,025 YieldMax META Option Income Strategy ETF shares in Q2 2024, an estimated $23.3K.
  • Plante Moran Financial Advisors first reported a position in YieldMax META Option Income Strategy ETF in Q1 2024 and held it in 1 quarter.
  • Plante Moran Financial Advisors's YieldMax META Option Income Strategy ETF position peaked at $23.3K in Q1 2024.
  • 11 funds tracked by Wall St. Rank held YieldMax META Option Income Strategy ETF as of Q2 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.