Straight Path Wealth Management’s YieldMax TSLA Option Income Strategy ETF TSLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$248K Buy
30,295
+180
+0.6% +$1.47K 0.08% 99
2025
Q1
$248K Buy
30,115
+1,377
+5% +$11.3K 0.1% 84
2024
Q4
$410K Buy
28,738
+3,616
+14% +$51.6K 0.16% 63
2024
Q3
$358K Sell
25,122
-1,686
-6% -$24.1K 0.15% 65
2024
Q2
$433K Buy
26,808
+383
+1% +$6.19K 0.22% 56
2024
Q1
$426K Buy
26,425
+15,071
+133% +$243K 0.24% 54
2023
Q4
$271K Buy
+11,354
New +$271K 0.16% 72