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Plante Moran Financial Advisors’s YieldMax NFLX Option Income Strategy ETF NFLY Stock Holding History

Plante Moran Financial Advisors’s Portfolio NFLY Stock Details NFLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-520
Closed -$9.66K – 847
2024
Q1 		$9.66K Buy
+520
New +$9.56K ﹤0.01% 611

Other funds holding NFLY

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
ZF
Zega Financial Palm Beach Gardens, Florida $660M AUM 26.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 NFLY Position: Q2 2024 in Review

Plante Moran Financial Advisors sold out of YieldMax NFLX Option Income Strategy ETF (NFLY) in Q2 2024, closing a stake of 520 shares — an estimated $9.66K sold.

Plante Moran Financial Advisors first reported a position in NFLY in Q1 2024 and held it in 1 quarter. The position peaked at $9.66K in Q1 2024. 10 funds tracked by Wall St. Rank hold NFLY as of Q2 2024.

  • Plante Moran Financial Advisors reported no remaining YieldMax NFLX Option Income Strategy ETF position as of Q2 2024 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 520 YieldMax NFLX Option Income Strategy ETF shares in Q2 2024, an estimated $9.66K.
  • Plante Moran Financial Advisors first reported a position in YieldMax NFLX Option Income Strategy ETF in Q1 2024 and held it in 1 quarter.
  • Plante Moran Financial Advisors's YieldMax NFLX Option Income Strategy ETF position peaked at $9.66K in Q1 2024.
  • 10 funds tracked by Wall St. Rank held YieldMax NFLX Option Income Strategy ETF as of Q2 2024.

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