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 Q2	$295K	Buy	+10,350	New	+$303K	﹤0.01%	1333
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

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

MCA

McGuire Capital Advisors Bethany, Oklahoma $183M AUM

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

Stirlingshire Investments New York $135M AUM

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Summit Financial's TSLY Position: Q2 2026 in Review

Summit Financial opened a new position in YieldMax TSLA Option Income Strategy ETF (TSLY) in Q2 2026: 10,350 shares worth $295K. The stake represents ﹤0.01% of the portfolio and ranks #1333 among its holdings. This is a return to the name: Summit Financial previously reported a position in TSLY as recently as Q4 2025.

Summit Financial first reported a position in TSLY in Q3 2025 and has held it in 3 quarters since. The position peaked at $481K in Q3 2025. 52 funds tracked by Wall St. Rank hold TSLY as of Q2 2026.

Summit Financial held 10,350 shares of YieldMax TSLA Option Income Strategy ETF worth $295K as of Q2 2026.
YieldMax TSLA Option Income Strategy ETF was a new Summit Financial position in Q2 2026.
YieldMax TSLA Option Income Strategy ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1333 holding.
Summit Financial first reported a position in YieldMax TSLA Option Income Strategy ETF in Q3 2025 and has held it in 3 quarters since.
Summit Financial's YieldMax TSLA Option Income Strategy ETF position peaked at $481K in Q3 2025.
52 funds tracked by Wall St. Rank held YieldMax TSLA Option Income Strategy ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.