Root Financial Partners’s YieldMax TSLA Option Income Strategy ETF TSLY Stock Holding History

Root Financial Partners’s Portfolio TSLY Stock Details TSLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$47	Buy	+2	New	+$46	﹤0.01%	3725
2026 Q2	–	Sell	-2	Closed	-$66	–	2976
2026 Q1	$66	Hold	2	–	–	﹤0.01%	3347
2025 Q4	$80	Sell	2 -52	-96%	-$2.1K	﹤0.01%	2345
2025 Q3	$2.54K	Buy	+54	New	+$2.18K	﹤0.01%	1917

Other funds holding TSLY

FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return

Virtue Capital Management Brentwood, Tennessee $768M AUM 30.82% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Security National Bank Omaha, Nebraska $865M AUM 30.55% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Root Financial Partners's TSLY Position: Q3 2026 in Review

Root Financial Partners opened a new position in YieldMax TSLA Option Income Strategy ETF (TSLY) in Q3 2026: 2 shares worth $47. The stake represents ﹤0.01% of the portfolio and ranks #3725 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in TSLY as recently as Q1 2026.

Root Financial Partners first reported a position in TSLY in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.54K in Q3 2025. 15 funds tracked by Wall St. Rank hold TSLY as of Q3 2026.

Root Financial Partners held 2 shares of YieldMax TSLA Option Income Strategy ETF worth $47 as of Q3 2026.
YieldMax TSLA Option Income Strategy ETF was a new Root Financial Partners position in Q3 2026.
YieldMax TSLA Option Income Strategy ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3725 holding.
Root Financial Partners first reported a position in YieldMax TSLA Option Income Strategy ETF in Q3 2025 and has held it in 4 quarters since.
Root Financial Partners's YieldMax TSLA Option Income Strategy ETF position peaked at $2.54K in Q3 2025.
15 funds tracked by Wall St. Rank held YieldMax TSLA Option Income Strategy ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.