Simplex Trading
AIYY icon

Simplex Trading’s YieldMax AI Option Income Strategy ETF AIYY Stock Holding History

Simplex Trading’s Portfolio AIYY Stock Details AIYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.71K Sell
273
-610
-69% -$8.15K ﹤0.01% 8239
2025
Q4 		$15.3K Buy
883
+344
+64% +$7.56K ﹤0.01% 6698
2025
Q3 		$13K Buy
539
+272
+102% +$9.16K ﹤0.01% 7680
2025
Q2 		$11K Buy
+267
New +$12.1K ﹤0.01% 7219

Other funds holding AIYY

SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Simplex Trading's AIYY Position: Q1 2026 in Review

Simplex Trading reduced its YieldMax AI Option Income Strategy ETF (AIYY) stake by 69% in Q1 2026, selling an estimated $8.15K and leaving 273 shares worth $2.71K. The position accounts for ﹤0.01% of the portfolio, ranked #8239.

Simplex Trading first reported a position in AIYY in Q2 2025 and has held it in 4 quarters since. The position peaked at $15.3K in Q4 2025. 5 funds tracked by Wall St. Rank hold AIYY as of Q1 2026.

  • Simplex Trading held 273 shares of YieldMax AI Option Income Strategy ETF worth $2.71K as of Q1 2026.
  • Simplex Trading sold 610 YieldMax AI Option Income Strategy ETF shares in Q1 2026, an estimated $8.15K.
  • YieldMax AI Option Income Strategy ETF made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #8239 holding.
  • Simplex Trading first reported a position in YieldMax AI Option Income Strategy ETF in Q2 2025 and has held it in 4 quarters since.
  • Simplex Trading's YieldMax AI Option Income Strategy ETF position peaked at $15.3K in Q4 2025.
  • 5 funds tracked by Wall St. Rank held YieldMax AI Option Income Strategy ETF as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.