Sunbelt Securities’s YieldMax TSM Option Income Strategy ETF TSMY Stock Holding History

Sunbelt Securities’s Portfolio TSMY Stock Details TSMY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$320K	Buy	20,978 +11,899	+131%	+$193K	0.02%	515
2025 Q4	$141K	Buy	9,079 +5,929	+188%	+$94.9K	0.01%	730
2025 Q3	$54.1K	Buy	+3,150	New	+$50.9K	﹤0.01%	980

Other funds holding TSMY

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

MCA

McGuire Capital Advisors Bethany, Oklahoma $183M AUM

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

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sunbelt Securities's TSMY Position: Q1 2026 in Review

Sunbelt Securities increased its YieldMax TSM Option Income Strategy ETF (TSMY) stake by 131% in Q1 2026, buying an estimated $193K and bringing the position to 20,978 shares worth $320K. The position accounts for 0.02% of the portfolio, ranked #515.

Sunbelt Securities first reported a position in TSMY in Q3 2025 and has held it in 3 quarters since. 7 funds tracked by Wall St. Rank hold TSMY as of Q1 2026.

Sunbelt Securities held 20,978 shares of YieldMax TSM Option Income Strategy ETF worth $320K as of Q1 2026.
Sunbelt Securities bought 11,899 YieldMax TSM Option Income Strategy ETF shares in Q1 2026, an estimated $193K.
YieldMax TSM Option Income Strategy ETF made up 0.02% of Sunbelt Securities's portfolio in Q1 2026, its #515 holding.
Sunbelt Securities first reported a position in YieldMax TSM Option Income Strategy ETF in Q3 2025 and has held it in 3 quarters since.
7 funds tracked by Wall St. Rank held YieldMax TSM Option Income Strategy ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.