Strategic Wealth Partners’s YieldMax Crypto Industry & Tech Portfolio Option Income ETF LFGY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-200
Closed -$7.3K 1568
2025
Q3
$7.3K Hold
200
﹤0.01% 970
2025
Q2
$8.12K Buy
+200
New +$7.58K ﹤0.01% 821

Other funds holding LFGY

Strategic Wealth Partners's LFGY Position: Q4 2025 in Review

Strategic Wealth Partners sold out of YieldMax Crypto Industry & Tech Portfolio Option Income ETF (LFGY) in Q4 2025, closing a stake of 200 shares — an estimated $7.3K sold.

Strategic Wealth Partners first reported a position in LFGY in Q2 2025 and held it in 2 quarters. The position peaked at $8.12K in Q2 2025. 11 funds tracked by Wall St. Rank hold LFGY as of Q4 2025.

  • Strategic Wealth Partners reported no remaining YieldMax Crypto Industry & Tech Portfolio Option Income ETF position as of Q4 2025 after selling out during the quarter.
  • Strategic Wealth Partners sold 200 YieldMax Crypto Industry & Tech Portfolio Option Income ETF shares in Q4 2025, an estimated $7.3K.
  • Strategic Wealth Partners first reported a position in YieldMax Crypto Industry & Tech Portfolio Option Income ETF in Q2 2025 and held it in 2 quarters.
  • Strategic Wealth Partners's YieldMax Crypto Industry & Tech Portfolio Option Income ETF position peaked at $8.12K in Q2 2025.
  • 11 funds tracked by Wall St. Rank held YieldMax Crypto Industry & Tech Portfolio Option Income ETF as of Q4 2025.

Based on Strategic Wealth Partners's 13F filing for Q4 2025, filed 12 May 2026.