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Plante Moran Financial Advisors’s YieldMax Innovation Option Income Strategy ETF OARK Stock Holding History

Plante Moran Financial Advisors’s Portfolio OARK Stock Details OARK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-104
Closed -$6.93K – 850
2024
Q1 		$6.93K Buy
+104
New +$6.83K ﹤0.01% 654

Other funds holding OARK

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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 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 OARK Position: Q2 2024 in Review

Plante Moran Financial Advisors sold out of YieldMax Innovation Option Income Strategy ETF (OARK) in Q2 2024, closing a stake of 104 shares — an estimated $6.93K sold.

Plante Moran Financial Advisors first reported a position in OARK in Q1 2024 and held it in 1 quarter. The position peaked at $6.93K in Q1 2024. 10 funds tracked by Wall St. Rank hold OARK as of Q2 2024.

  • Plante Moran Financial Advisors reported no remaining YieldMax Innovation Option Income Strategy ETF position as of Q2 2024 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 104 YieldMax Innovation Option Income Strategy ETF shares in Q2 2024, an estimated $6.93K.
  • Plante Moran Financial Advisors first reported a position in YieldMax Innovation Option Income Strategy ETF in Q1 2024 and held it in 1 quarter.
  • Plante Moran Financial Advisors's YieldMax Innovation Option Income Strategy ETF position peaked at $6.93K in Q1 2024.
  • 10 funds tracked by Wall St. Rank held YieldMax Innovation Option Income Strategy ETF as of Q2 2024.

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