Salem Investment Counselors’s YieldMax Crypto Industry & Tech Portfolio Option Income ETF LFGY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$10.6K Hold
500
﹤0.01% 888
2026
Q1
$10.1K Buy
+500
New +$11.5K ﹤0.01% 882
2025
Q4
Sell
-500
Closed -$18.3K 1206
2025
Q3
$18.3K Buy
+500
New +$18.7K ﹤0.01% 760

Salem Investment Counselors's LFGY Position: Q2 2026 in Review

Salem Investment Counselors held its YieldMax Crypto Industry & Tech Portfolio Option Income ETF (LFGY) position steady in Q2 2026 at 500 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #888.

Salem Investment Counselors first reported a position in LFGY in Q3 2025 and has held it in 3 quarters since. The position peaked at $18.3K in Q3 2025. 1 fund tracked by Wall St. Rank holds LFGY as of Q2 2026.

  • Salem Investment Counselors held 500 shares of YieldMax Crypto Industry & Tech Portfolio Option Income ETF worth $10.6K as of Q2 2026.
  • Salem Investment Counselors left its YieldMax Crypto Industry & Tech Portfolio Option Income ETF share count unchanged in Q2 2026.
  • YieldMax Crypto Industry & Tech Portfolio Option Income ETF made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #888 holding.
  • Salem Investment Counselors first reported a position in YieldMax Crypto Industry & Tech Portfolio Option Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Salem Investment Counselors's YieldMax Crypto Industry & Tech Portfolio Option Income ETF position peaked at $18.3K in Q3 2025.
  • 1 fund tracked by Wall St. Rank held YieldMax Crypto Industry & Tech Portfolio Option Income ETF as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.