Triad Wealth Partners’s Yields for You Income Strategy A ETF YFYA Stock Holding History

Triad Wealth Partners’s Portfolio YFYA Stock Details YFYA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$408K	Sell	41,830 -15,848	-27%	-$156K	0.02%	372
2026 Q1	$564K	Sell	57,678 -10,177	-15%	-$101K	0.04%	256
2025 Q4	$672K	Buy	+67,855	New	+$670K	0.06%	205

Other funds holding YFYA

BIA

Beacon Investment Advisors Gaithersburg, Maryland $318M AUM 43.75% 1-Year Est. Return

OMC

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

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

CAS

Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

Triad Wealth Partners's YFYA Position: Q2 2026 in Review

Triad Wealth Partners reduced its Yields for You Income Strategy A ETF (YFYA) stake by 27% in Q2 2026, selling an estimated $156K and leaving 41,830 shares worth $408K. The position accounts for 0.02% of the portfolio, ranked #372.

Triad Wealth Partners first reported a position in YFYA in Q4 2025 and has held it in 3 quarters since. The position peaked at $672K in Q4 2025. 5 funds tracked by Wall St. Rank hold YFYA as of Q2 2026.

Triad Wealth Partners held 41,830 shares of Yields for You Income Strategy A ETF worth $408K as of Q2 2026.
Triad Wealth Partners sold 15,848 Yields for You Income Strategy A ETF shares in Q2 2026, an estimated $156K.
Yields for You Income Strategy A ETF made up 0.02% of Triad Wealth Partners's portfolio in Q2 2026, its #372 holding.
Triad Wealth Partners first reported a position in Yields for You Income Strategy A ETF in Q4 2025 and has held it in 3 quarters since.
Triad Wealth Partners's Yields for You Income Strategy A ETF position peaked at $672K in Q4 2025.
5 funds tracked by Wall St. Rank held Yields for You Income Strategy A ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.