PWAM
YBIT

Private Wealth Asset Management’s YieldMax Bitcoin Option Income Strategy ETF YBIT Stock Holding History

Private Wealth Asset Management’s Portfolio YBIT Stock Details YBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$182 Hold
10
– – ﹤0.01% 920
2026
Q1 		$237 Hold
10
– – ﹤0.01% 912
2025
Q4 		$338 Hold
10
– – ﹤0.01% 917
2025
Q3 		$499 Buy
+10
New +$517 ﹤0.01% 883

Other funds holding YBIT

OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return

Private Wealth Asset Management's YBIT Position: Q2 2026 in Review

Private Wealth Asset Management held its YieldMax Bitcoin Option Income Strategy ETF (YBIT) position steady in Q2 2026 at 10 shares worth $182. The position accounts for ﹤0.01% of the portfolio, ranked #920.

Private Wealth Asset Management first reported a position in YBIT in Q3 2025 and has held it in 4 quarters since. The position peaked at $499 in Q3 2025. 8 funds tracked by Wall St. Rank hold YBIT as of Q2 2026.

  • Private Wealth Asset Management held 10 shares of YieldMax Bitcoin Option Income Strategy ETF worth $182 as of Q2 2026.
  • Private Wealth Asset Management left its YieldMax Bitcoin Option Income Strategy ETF share count unchanged in Q2 2026.
  • YieldMax Bitcoin Option Income Strategy ETF made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #920 holding.
  • Private Wealth Asset Management first reported a position in YieldMax Bitcoin Option Income Strategy ETF in Q3 2025 and has held it in 4 quarters since.
  • Private Wealth Asset Management's YieldMax Bitcoin Option Income Strategy ETF position peaked at $499 in Q3 2025.
  • 8 funds tracked by Wall St. Rank held YieldMax Bitcoin Option Income Strategy ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.