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Steward Partners Investment Advisory’s YieldMax XOM Option Income Strategy ETF XOMO Stock Holding History

Steward Partners Investment Advisory’s Portfolio XOMO Stock Details XOMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$44K Buy
3,203
+668
+26% +$8.6K ﹤0.01% 2857
2025
Q4 		$29.7K Buy
2,535
+673
+36% +$7.87K ﹤0.01% 2953
2025
Q3 		$22.3K Buy
1,862
+394
+27% +$4.8K ﹤0.01% 3045
2025
Q2 		$18.3K Buy
+1,468
New +$18.9K ﹤0.01% 2960

Other funds holding XOMO

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $890M AUM 17.33% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Steward Partners Investment Advisory increased its YieldMax XOM Option Income Strategy ETF (XOMO) stake by 26% in Q1 2026, buying an estimated $8.6K and bringing the position to 3,203 shares worth $44K. The position accounts for ﹤0.01% of the portfolio, ranked #2857.

Steward Partners Investment Advisory first reported a position in XOMO in Q2 2025 and has held it in 4 quarters since. 5 funds tracked by Wall St. Rank hold XOMO as of Q1 2026.

  • Steward Partners Investment Advisory held 3,203 shares of YieldMax XOM Option Income Strategy ETF worth $44K as of Q1 2026.
  • Steward Partners Investment Advisory bought 668 YieldMax XOM Option Income Strategy ETF shares in Q1 2026, an estimated $8.6K.
  • YieldMax XOM Option Income Strategy ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2857 holding.
  • Steward Partners Investment Advisory first reported a position in YieldMax XOM Option Income Strategy ETF in Q2 2025 and has held it in 4 quarters since.
  • 5 funds tracked by Wall St. Rank held YieldMax XOM Option Income Strategy ETF as of Q1 2026.

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