SPIA
JPO

Steward Partners Investment Advisory’s YieldMax JP Option Income Strategy ETF JPO Stock Holding History

Steward Partners Investment Advisory’s Portfolio JPO Stock Details JPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21.8K Hold
1,549
– – ﹤0.01% 3377
2026
Q1 		$21.5K Buy
1,549
+487
+46% +$7.12K ﹤0.01% 3197
2025
Q4 		$17K Buy
1,062
+461
+77% +$7.47K ﹤0.01% 3201
2025
Q3 		$10.4K Buy
601
+294
+96% +$4.96K ﹤0.01% 3383
2025
Q2 		$5.26K Buy
+307
New +$4.93K ﹤0.01% 3466

Other funds holding JPO

TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

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

Steward Partners Investment Advisory held its YieldMax JP Option Income Strategy ETF (JPO) position steady in Q2 2026 at 1,549 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3377.

Steward Partners Investment Advisory first reported a position in JPO in Q2 2025 and has held it in 5 quarters since. 9 funds tracked by Wall St. Rank hold JPO as of Q2 2026.

  • Steward Partners Investment Advisory held 1,549 shares of YieldMax JP Option Income Strategy ETF worth $21.8K as of Q2 2026.
  • Steward Partners Investment Advisory left its YieldMax JP Option Income Strategy ETF share count unchanged in Q2 2026.
  • YieldMax JP Option Income Strategy ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3377 holding.
  • Steward Partners Investment Advisory first reported a position in YieldMax JP Option Income Strategy ETF in Q2 2025 and has held it in 5 quarters since.
  • 9 funds tracked by Wall St. Rank held YieldMax JP Option Income Strategy ETF as of Q2 2026.

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