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Steward Partners Investment Advisory’s YieldMax NFLX Option Income Strategy ETF NFLY Stock Holding History

Steward Partners Investment Advisory’s Portfolio NFLY Stock Details NFLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$25.9K Buy
2,364
+681
+40% +$7.43K ﹤0.01% 3109
2025
Q4 		$20.2K Buy
1,683
+587
+54% +$8.31K ﹤0.01% 3137
2025
Q3 		$17.8K Hold
1,096
– – ﹤0.01% 3147
2025
Q2 		$21.1K Buy
+1,096
New +$19.7K ﹤0.01% 2904

Other funds holding NFLY

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
SI
Stirlingshire Investments New York $135M AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
SC
Swan Capital Pensacola, Florida $272M AUM 14.84% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Steward Partners Investment Advisory increased its YieldMax NFLX Option Income Strategy ETF (NFLY) stake by 40% in Q1 2026, buying an estimated $7.43K and bringing the position to 2,364 shares worth $25.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3109.

Steward Partners Investment Advisory first reported a position in NFLY in Q2 2025 and has held it in 4 quarters since. 11 funds tracked by Wall St. Rank hold NFLY as of Q1 2026.

  • Steward Partners Investment Advisory held 2,364 shares of YieldMax NFLX Option Income Strategy ETF worth $25.9K as of Q1 2026.
  • Steward Partners Investment Advisory bought 681 YieldMax NFLX Option Income Strategy ETF shares in Q1 2026, an estimated $7.43K.
  • YieldMax NFLX Option Income Strategy ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3109 holding.
  • Steward Partners Investment Advisory first reported a position in YieldMax NFLX Option Income Strategy ETF in Q2 2025 and has held it in 4 quarters since.
  • 11 funds tracked by Wall St. Rank held YieldMax NFLX Option Income Strategy ETF as of Q1 2026.

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