Steward Partners Investment Advisory’s YieldMax AI Option Income Strategy ETF AIYY Stock Holding History

Steward Partners Investment Advisory’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 Q2	$2.8K	Buy	341 +59	+21%	+$567	﹤0.01%	4153
2026 Q1	$2.81K	Buy	282 +38	+16%	+$508	﹤0.01%	3950
2025 Q4	$4.25K	Buy	244 +1	+0.4%	+$22	﹤0.01%	3738
2025 Q3	$6.24K	Buy	243 +125	+106%	+$4.21K	﹤0.01%	3579
2025 Q2	$5.1K	Buy	+118	New	+$5.35K	﹤0.01%	3477

Other funds holding AIYY

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Steward Partners Investment Advisory's AIYY Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its YieldMax AI Option Income Strategy ETF (AIYY) stake by 21% in Q2 2026, buying an estimated $567 and bringing the position to 341 shares worth $2.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4153.

Steward Partners Investment Advisory first reported a position in AIYY in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.24K in Q3 2025. 8 funds tracked by Wall St. Rank hold AIYY as of Q2 2026.

Steward Partners Investment Advisory held 341 shares of YieldMax AI Option Income Strategy ETF worth $2.8K as of Q2 2026.
Steward Partners Investment Advisory bought 59 YieldMax AI Option Income Strategy ETF shares in Q2 2026, an estimated $567.
YieldMax AI Option Income Strategy ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4153 holding.
Steward Partners Investment Advisory first reported a position in YieldMax AI Option Income Strategy ETF in Q2 2025 and has held it in 5 quarters since.
Steward Partners Investment Advisory's YieldMax AI Option Income Strategy ETF position peaked at $6.24K in Q3 2025.
8 funds tracked by Wall St. Rank held YieldMax AI Option Income Strategy ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.