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Tortoise Investment Management’s YieldMax AI Option Income Strategy ETF AIYY Stock Holding History

Tortoise Investment Management’s Portfolio AIYY Stock Details AIYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-47
Closed -$1.22K – 276
2025
Q3 		$1.22K Hold
47
– – ﹤0.01% 995
2025
Q2 		$2.05K Hold
47
– – ﹤0.01% 792
2025
Q1 		$2.27K Buy
+47
New +$3.13K ﹤0.01% 697

Other funds holding AIYY

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tortoise Investment Management's AIYY Position: Q4 2025 in Review

Tortoise Investment Management sold out of YieldMax AI Option Income Strategy ETF (AIYY) in Q4 2025, closing a stake of 47 shares — an estimated $1.22K sold.

Tortoise Investment Management first reported a position in AIYY in Q1 2025 and held it in 3 quarters. The position peaked at $2.27K in Q1 2025. 12 funds tracked by Wall St. Rank hold AIYY as of Q4 2025.

  • Tortoise Investment Management reported no remaining YieldMax AI Option Income Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 47 YieldMax AI Option Income Strategy ETF shares in Q4 2025, an estimated $1.22K.
  • Tortoise Investment Management first reported a position in YieldMax AI Option Income Strategy ETF in Q1 2025 and held it in 3 quarters.
  • Tortoise Investment Management's YieldMax AI Option Income Strategy ETF position peaked at $2.27K in Q1 2025.
  • 12 funds tracked by Wall St. Rank held YieldMax AI Option Income Strategy ETF as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.