SPIA
LFGY

Steward Partners Investment Advisory’s YieldMax Crypto Industry & Tech Portfolio Option Income ETF LFGY Stock Holding History

Steward Partners Investment Advisory’s Portfolio LFGY Stock Details LFGY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.98K Buy
+234
New +$5.37K ﹤0.01% 3974

Other funds holding LFGY

OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Steward Partners Investment Advisory opened a new position in YieldMax Crypto Industry & Tech Portfolio Option Income ETF (LFGY) in Q2 2026: 234 shares worth $4.98K. The stake represents ﹤0.01% of the portfolio and ranks #3974 among its holdings.

9 funds tracked by Wall St. Rank hold LFGY as of Q2 2026.

  • Steward Partners Investment Advisory held 234 shares of YieldMax Crypto Industry & Tech Portfolio Option Income ETF worth $4.98K as of Q2 2026.
  • YieldMax Crypto Industry & Tech Portfolio Option Income ETF was a new Steward Partners Investment Advisory position in Q2 2026.
  • YieldMax Crypto Industry & Tech Portfolio Option Income ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3974 holding.
  • 9 funds tracked by Wall St. Rank held YieldMax Crypto Industry & Tech Portfolio Option Income ETF as of Q2 2026.

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