SPWM
Straight Path Wealth Management’s YieldMax Ultra Option Income Strategy ETF ULTY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64.3K | Hold |
10,200
| – | – | 0.02% | 116 |
|
|
2025
Q1 | $61.7K | Sell |
10,200
-1,300
| -11% | -$7.87K | 0.03% | 108 |
|
|
2024
Q4 | $103K | Sell |
11,500
-200
| -2% | -$1.79K | 0.04% | 96 |
|
|
2024
Q3 | $124K | Hold |
11,700
| – | – | 0.05% | 97 |
|
|
2024
Q2 | $158K | Buy |
+11,700
| New | +$158K | 0.08% | 93 |
|