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Plante Moran Financial Advisors’s YieldMax PYPL Option Income Strategy ETF PYPY Stock Holding History

Plante Moran Financial Advisors’s Portfolio PYPY Stock Details PYPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-100
Closed -$9.74K – 858
2024
Q1 		$9.74K Buy
+100
New +$9.35K ﹤0.01% 607

Other funds holding PYPY

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

Plante Moran Financial Advisors sold out of YieldMax PYPL Option Income Strategy ETF (PYPY) in Q2 2024, closing a stake of 100 shares — an estimated $9.74K sold.

Plante Moran Financial Advisors first reported a position in PYPY in Q1 2024 and held it in 1 quarter. The position peaked at $9.74K in Q1 2024. 2 funds tracked by Wall St. Rank hold PYPY as of Q2 2024.

  • Plante Moran Financial Advisors reported no remaining YieldMax PYPL Option Income Strategy ETF position as of Q2 2024 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 100 YieldMax PYPL Option Income Strategy ETF shares in Q2 2024, an estimated $9.74K.
  • Plante Moran Financial Advisors first reported a position in YieldMax PYPL Option Income Strategy ETF in Q1 2024 and held it in 1 quarter.
  • Plante Moran Financial Advisors's YieldMax PYPL Option Income Strategy ETF position peaked at $9.74K in Q1 2024.
  • 2 funds tracked by Wall St. Rank held YieldMax PYPL Option Income Strategy ETF as of Q2 2024.

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