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 Q2	$33.6K	Hold	3,203	–	–	﹤0.01%	3169
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

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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

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

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

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

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

Steward Partners Investment Advisory held its YieldMax XOM Option Income Strategy ETF (XOMO) position steady in Q2 2026 at 3,203 shares worth $33.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3169.

Steward Partners Investment Advisory first reported a position in XOMO in Q2 2025 and has held it in 5 quarters since. The position peaked at $44K in Q1 2026. 9 funds tracked by Wall St. Rank hold XOMO as of Q2 2026.

Steward Partners Investment Advisory held 3,203 shares of YieldMax XOM Option Income Strategy ETF worth $33.6K as of Q2 2026.
Steward Partners Investment Advisory left its YieldMax XOM Option Income Strategy ETF share count unchanged in Q2 2026.
YieldMax XOM Option Income Strategy ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3169 holding.
Steward Partners Investment Advisory first reported a position in YieldMax XOM Option Income Strategy ETF in Q2 2025 and has held it in 5 quarters since.
Steward Partners Investment Advisory's YieldMax XOM Option Income Strategy ETF position peaked at $44K in Q1 2026.
9 funds tracked by Wall St. Rank held YieldMax XOM Option Income Strategy ETF as of Q2 2026.

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