SPIA
YBIT

Steward Partners Investment Advisory’s YieldMax Bitcoin Option Income Strategy ETF YBIT Stock Holding History

Steward Partners Investment Advisory’s Portfolio YBIT Stock Details YBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.6K Buy
+143
New +$3.23K ﹤0.01% 4175

Other funds holding YBIT

HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
PWAM
Private Wealth Asset Management Cedar Rapids, Iowa $1.04B AUM 24.74% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return

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

Steward Partners Investment Advisory opened a new position in YieldMax Bitcoin Option Income Strategy ETF (YBIT) in Q2 2026: 143 shares worth $2.6K. The stake represents ﹤0.01% of the portfolio and ranks #4175 among its holdings.

7 funds tracked by Wall St. Rank hold YBIT as of Q2 2026.

  • Steward Partners Investment Advisory held 143 shares of YieldMax Bitcoin Option Income Strategy ETF worth $2.6K as of Q2 2026.
  • YieldMax Bitcoin Option Income Strategy ETF was a new Steward Partners Investment Advisory position in Q2 2026.
  • YieldMax Bitcoin Option Income Strategy ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4175 holding.
  • 7 funds tracked by Wall St. Rank held YieldMax Bitcoin Option Income Strategy ETF as of Q2 2026.

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