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Summit Financial’s YieldMax TSLA Option Income Strategy ETF TSLY Stock Holding History

Summit Financial’s Portfolio TSLY Stock Details TSLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-8,250
Closed -$310K – 1464
2025
Q4 		$310K Sell
8,250
-1,950
-19% -$78.9K ﹤0.01% 1077
2025
Q3 		$481K Buy
+10,200
New +$411K 0.01% 894

Other funds holding TSLY

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
OA
Oasis Advisors Forest City, Iowa $509M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
MCA
McGuire Capital Advisors Bethany, Oklahoma $156M AUM
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Summit Financial's TSLY Position: Q1 2026 in Review

Summit Financial sold out of YieldMax TSLA Option Income Strategy ETF (TSLY) in Q1 2026, closing a stake of 8,250 shares — an estimated $310K sold.

Summit Financial first reported a position in TSLY in Q3 2025 and held it in 2 quarters. The position peaked at $481K in Q3 2025. 48 funds tracked by Wall St. Rank hold TSLY as of Q1 2026.

  • Summit Financial reported no remaining YieldMax TSLA Option Income Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • Summit Financial sold 8,250 YieldMax TSLA Option Income Strategy ETF shares in Q1 2026, an estimated $310K.
  • Summit Financial first reported a position in YieldMax TSLA Option Income Strategy ETF in Q3 2025 and held it in 2 quarters.
  • Summit Financial's YieldMax TSLA Option Income Strategy ETF position peaked at $481K in Q3 2025.
  • 48 funds tracked by Wall St. Rank held YieldMax TSLA Option Income Strategy ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.