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Sheaff Brock Investment Advisors’s YieldMax TSLA Option Income Strategy ETF TSLY Stock Holding History

Sheaff Brock Investment Advisors’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
2023
Q4 		– Sell
-1,699
Closed -$232K – 496
2023
Q3 		$232K Buy
+1,699
New +$262K 0.02% 379

Other funds holding TSLY

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BCM
BluePath Capital Management Atlanta, Georgia $182M AUM 38.9% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
ZF
Zega Financial Palm Beach Gardens, Florida $660M AUM 26.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Sheaff Brock Investment Advisors's TSLY Position: Q4 2023 in Review

Sheaff Brock Investment Advisors sold out of YieldMax TSLA Option Income Strategy ETF (TSLY) in Q4 2023, closing a stake of 1,699 shares — an estimated $232K sold.

Sheaff Brock Investment Advisors first reported a position in TSLY in Q3 2023 and held it in 1 quarter. The position peaked at $232K in Q3 2023. 35 funds tracked by Wall St. Rank hold TSLY as of Q4 2023.

  • Sheaff Brock Investment Advisors reported no remaining YieldMax TSLA Option Income Strategy ETF position as of Q4 2023 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 1,699 YieldMax TSLA Option Income Strategy ETF shares in Q4 2023, an estimated $232K.
  • Sheaff Brock Investment Advisors first reported a position in YieldMax TSLA Option Income Strategy ETF in Q3 2023 and held it in 1 quarter.
  • Sheaff Brock Investment Advisors's YieldMax TSLA Option Income Strategy ETF position peaked at $232K in Q3 2023.
  • 35 funds tracked by Wall St. Rank held YieldMax TSLA Option Income Strategy ETF as of Q4 2023.

Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.