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SHP Wealth Management’s YieldMax Ultra Option Income Strategy ETF ULTY Stock Holding History

SHP Wealth Management’s Portfolio ULTY Stock Details ULTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-113
Closed -$3.47K – 2094
2026
Q1 		$3.47K Hold
113
– – ﹤0.01% 1150
2025
Q4 		$4.22K Buy
+113
New +$5.09K ﹤0.01% 1012

Other funds holding ULTY

TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

SHP Wealth Management's ULTY Position: Q2 2026 in Review

SHP Wealth Management sold out of YieldMax Ultra Option Income Strategy ETF (ULTY) in Q2 2026, closing a stake of 113 shares — an estimated $3.47K sold.

SHP Wealth Management first reported a position in ULTY in Q4 2025 and held it in 2 quarters. The position peaked at $4.22K in Q4 2025. 31 funds tracked by Wall St. Rank hold ULTY as of Q2 2026.

  • SHP Wealth Management reported no remaining YieldMax Ultra Option Income Strategy ETF position as of Q2 2026 after selling out during the quarter.
  • SHP Wealth Management sold 113 YieldMax Ultra Option Income Strategy ETF shares in Q2 2026, an estimated $3.47K.
  • SHP Wealth Management first reported a position in YieldMax Ultra Option Income Strategy ETF in Q4 2025 and held it in 2 quarters.
  • SHP Wealth Management's YieldMax Ultra Option Income Strategy ETF position peaked at $4.22K in Q4 2025.
  • 31 funds tracked by Wall St. Rank held YieldMax Ultra Option Income Strategy ETF as of Q2 2026.

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