Root Financial Partners’s YieldMax Innovation Option Income Strategy ETF OARK Stock Holding History

Root Financial Partners’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
2026 Q1	$366	Hold	12	–	–	﹤0.01%	2968
2025 Q4	$436	Buy	+12	New	+$490	﹤0.01%	2226

Other funds holding OARK

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

HPBT

Hickory Point Bank & Trust Decatur, Illinois $165M AUM 27.01% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Root Financial Partners's OARK Position: Q1 2026 in Review

Root Financial Partners held its YieldMax Innovation Option Income Strategy ETF (OARK) position steady in Q1 2026 at 12 shares worth $366. The position accounts for ﹤0.01% of the portfolio, ranked #2968.

Root Financial Partners first reported a position in OARK in Q4 2025 and has held it in 2 quarters since. The position peaked at $436 in Q4 2025. 9 funds tracked by Wall St. Rank hold OARK as of Q1 2026.

Root Financial Partners held 12 shares of YieldMax Innovation Option Income Strategy ETF worth $366 as of Q1 2026.
Root Financial Partners left its YieldMax Innovation Option Income Strategy ETF share count unchanged in Q1 2026.
YieldMax Innovation Option Income Strategy ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2968 holding.
Root Financial Partners first reported a position in YieldMax Innovation Option Income Strategy ETF in Q4 2025 and has held it in 2 quarters since.
Root Financial Partners's YieldMax Innovation Option Income Strategy ETF position peaked at $436 in Q4 2025.
9 funds tracked by Wall St. Rank held YieldMax Innovation Option Income Strategy ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.