Steward Partners Investment Advisory’s YieldMax META Option Income Strategy ETF FBY Stock Holding History

Steward Partners Investment Advisory’s Portfolio FBY Stock Details FBY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$25.5K	Hold	2,842	–	–	﹤0.01%	3308
2026 Q1	$28.7K	Buy	2,842 +634	+29%	+$7.44K	﹤0.01%	3066
2025 Q4	$27.8K	Buy	2,208 +626	+40%	+$8.53K	﹤0.01%	2989
2025 Q3	$24.9K	Buy	1,582 +295	+23%	+$4.86K	﹤0.01%	2989
2025 Q2	$21.8K	Buy	+1,287	New	+$20.3K	﹤0.01%	2882

Other funds holding FBY

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

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

MCA

McGuire Capital Advisors Bethany, Oklahoma $183M AUM

Cavalier Investments Alpharetta, Georgia $2.41B AUM 38.24% 1-Year Est. Return

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

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

Steward Partners Investment Advisory held its YieldMax META Option Income Strategy ETF (FBY) position steady in Q2 2026 at 2,842 shares worth $25.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3308.

Steward Partners Investment Advisory first reported a position in FBY in Q2 2025 and has held it in 5 quarters since. The position peaked at $28.7K in Q1 2026. 23 funds tracked by Wall St. Rank hold FBY as of Q2 2026.

Steward Partners Investment Advisory held 2,842 shares of YieldMax META Option Income Strategy ETF worth $25.5K as of Q2 2026.
Steward Partners Investment Advisory left its YieldMax META Option Income Strategy ETF share count unchanged in Q2 2026.
YieldMax META Option Income Strategy ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3308 holding.
Steward Partners Investment Advisory first reported a position in YieldMax META Option Income Strategy ETF in Q2 2025 and has held it in 5 quarters since.
Steward Partners Investment Advisory's YieldMax META Option Income Strategy ETF position peaked at $28.7K in Q1 2026.
23 funds tracked by Wall St. Rank held YieldMax META Option Income Strategy ETF as of Q2 2026.

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