Steward Partners Investment Advisory’s YieldMax Innovation Option Income Strategy ETF OARK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$69	Buy	+2	New	+$64	﹤0.01%	4575
2025 Q4	–	Sell	-265	Closed	-$12.2K	–	4429
2025 Q3	$12.2K	Hold	265	–	–	﹤0.01%	3321
2025 Q2	$11.6K	Buy	+265	New	+$10.3K	﹤0.01%	3147

Other funds holding OARK

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

HPBT

Hickory Point Bank & Trust Decatur, Illinois $165M AUM 27.01% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Steward Partners Investment Advisory opened a new position in YieldMax Innovation Option Income Strategy ETF (OARK) in Q2 2026: 2 shares worth $69. The stake represents ﹤0.01% of the portfolio and ranks #4575 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in OARK as recently as Q3 2025.

Steward Partners Investment Advisory first reported a position in OARK in Q2 2025 and has held it in 3 quarters since. The position peaked at $12.2K in Q3 2025. 9 funds tracked by Wall St. Rank hold OARK as of Q2 2026.

Steward Partners Investment Advisory held 2 shares of YieldMax Innovation Option Income Strategy ETF worth $69 as of Q2 2026.
YieldMax Innovation Option Income Strategy ETF was a new Steward Partners Investment Advisory position in Q2 2026.
YieldMax Innovation Option Income Strategy ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4575 holding.
Steward Partners Investment Advisory first reported a position in YieldMax Innovation Option Income Strategy ETF in Q2 2025 and has held it in 3 quarters since.
Steward Partners Investment Advisory's YieldMax Innovation Option Income Strategy ETF position peaked at $12.2K in Q3 2025.
9 funds tracked by Wall St. Rank held YieldMax Innovation Option Income Strategy ETF as of Q2 2026.

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