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 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

Simplex Trading Chicago, Illinois $149B AUM 62.07% 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Steward Partners Investment Advisory's AIYY Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its YieldMax AI Option Income Strategy ETF (AIYY) stake by 16% in Q1 2026, buying an estimated $508 and bringing the position to 282 shares worth $2.81K. The position accounts for ﹤0.01% of the portfolio, ranked #3950.

Steward Partners Investment Advisory first reported a position in AIYY in Q2 2025 and has held it in 4 quarters since. The position peaked at $6.24K in Q3 2025. 5 funds tracked by Wall St. Rank hold AIYY as of Q1 2026.

Steward Partners Investment Advisory held 282 shares of YieldMax AI Option Income Strategy ETF worth $2.81K as of Q1 2026.
Steward Partners Investment Advisory bought 38 YieldMax AI Option Income Strategy ETF shares in Q1 2026, an estimated $508.
YieldMax AI Option Income Strategy ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3950 holding.
Steward Partners Investment Advisory first reported a position in YieldMax AI Option Income Strategy ETF in Q2 2025 and has held it in 4 quarters since.
Steward Partners Investment Advisory's YieldMax AI Option Income Strategy ETF position peaked at $6.24K in Q3 2025.
5 funds tracked by Wall St. Rank held YieldMax AI Option Income Strategy ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.