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Plante Moran Financial Advisors’s YieldMax GOOGL Option Income Strategy ETF GOOY Stock Holding History

Plante Moran Financial Advisors’s Portfolio GOOY Stock Details GOOY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-520
Closed -$8.96K – 827
2024
Q1 		$8.96K Buy
+520
New +$9.07K ﹤0.01% 621

Other funds holding GOOY

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
ZF
Zega Financial Palm Beach Gardens, Florida $660M AUM 26.94% 1-Year Est. Return
GSIAS
Garden State Investment Advisory Services Red Bank, New Jersey $455M AUM 25.41% 1-Year Est. Return
EWM
EPG Wealth Management Atlanta, Georgia $369M AUM 24.46% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $608M AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Plante Moran Financial Advisors sold out of YieldMax GOOGL Option Income Strategy ETF (GOOY) in Q2 2024, closing a stake of 520 shares — an estimated $8.96K sold.

Plante Moran Financial Advisors first reported a position in GOOY in Q1 2024 and held it in 1 quarter. The position peaked at $8.96K in Q1 2024. 8 funds tracked by Wall St. Rank hold GOOY as of Q2 2024.

  • Plante Moran Financial Advisors reported no remaining YieldMax GOOGL Option Income Strategy ETF position as of Q2 2024 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 520 YieldMax GOOGL Option Income Strategy ETF shares in Q2 2024, an estimated $8.96K.
  • Plante Moran Financial Advisors first reported a position in YieldMax GOOGL Option Income Strategy ETF in Q1 2024 and held it in 1 quarter.
  • Plante Moran Financial Advisors's YieldMax GOOGL Option Income Strategy ETF position peaked at $8.96K in Q1 2024.
  • 8 funds tracked by Wall St. Rank held YieldMax GOOGL Option Income Strategy ETF as of Q2 2024.

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