Tidal Investments’s YieldMax XYZ Option Income Strategy ETF XYZY Stock Holding History

Tidal Investments’s Portfolio XYZY Stock Details XYZY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$21.6M	Buy	833,881 +306,329	+58%	+$8.88M	0.05%	347
2025 Q4	$17.8M	Sell	527,552 -125,300	-19%	-$4.86M	0.04%	319
2025 Q3	$28.5M	Buy	652,852 +38,224	+6%	+$1.88M	0.06%	257
2025 Q2	$31.5M	Buy	614,628 +181,672	+42%	+$8.98M	0.19%	128
2025 Q1	$22.7M	Buy	432,956 +170,366	+65%	+$12.8M	0.18%	142
2024 Q4	$23.8M	Buy	262,590 +142,401	+118%	+$13.7M	0.19%	139
2024 Q3	$10.8M	Sell	120,189 -18,631	-13%	-$1.71M	0.11%	173
2024 Q2	$13.5M	Buy	138,820 +101,612	+273%	+$10.7M	0.18%	102
2024 Q1	$4.74M	Buy	+37,208	New	+$4.14M	0.08%	247

Other funds holding XYZY

Stirlingshire Investments New York $135M AUM

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Swan Capital Pensacola, Florida $272M AUM 14.84% 1-Year Est. Return

Tidal Investments's XYZY Position: Q1 2026 in Review

Tidal Investments increased its YieldMax XYZ Option Income Strategy ETF (XYZY) stake by 58% in Q1 2026, buying an estimated $8.88M and bringing the position to 833,881 shares worth $21.6M. The position accounts for 0.05% of the portfolio, ranked #347.

Tidal Investments first reported a position in XYZY in Q1 2024 and has held it in 9 quarters since. The position peaked at $31.5M in Q2 2025. 5 funds tracked by Wall St. Rank hold XYZY as of Q1 2026.

Tidal Investments held 833,881 shares of YieldMax XYZ Option Income Strategy ETF worth $21.6M as of Q1 2026.
Tidal Investments bought 306,329 YieldMax XYZ Option Income Strategy ETF shares in Q1 2026, an estimated $8.88M.
YieldMax XYZ Option Income Strategy ETF made up 0.05% of Tidal Investments's portfolio in Q1 2026, its #347 holding.
Tidal Investments first reported a position in YieldMax XYZ Option Income Strategy ETF in Q1 2024 and has held it in 9 quarters since.
Tidal Investments's YieldMax XYZ Option Income Strategy ETF position peaked at $31.5M in Q2 2025.
5 funds tracked by Wall St. Rank held YieldMax XYZ Option Income Strategy ETF as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.