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True Wealth Design’s York Space Systems YSS Stock Holding History

True Wealth Design’s Portfolio YSS Stock Details YSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$407 Sell
47
-11
-19% -$143 ﹤0.01% 2189
2026
Q2 		$1.43K Buy
+58
New +$1.8K ﹤0.01% 1849

Other funds holding YSS

Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
CWP
Clark Wealth Partners O'fallon, Illinois $193M AUM 14.97% 1-Year Est. Return

True Wealth Design's YSS Position: Q3 2026 in Review

True Wealth Design reduced its York Space Systems (YSS) stake by 19% in Q3 2026, selling an estimated $143 and leaving 47 shares worth $407. The position accounts for ﹤0.01% of the portfolio, ranked #2189.

True Wealth Design first reported a position in YSS in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.43K in Q2 2026. 13 funds tracked by Wall St. Rank hold YSS as of Q3 2026.

  • True Wealth Design held 47 shares of York Space Systems worth $407 as of Q3 2026.
  • True Wealth Design sold 11 York Space Systems shares in Q3 2026, an estimated $143.
  • York Space Systems made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2189 holding.
  • True Wealth Design first reported a position in York Space Systems in Q2 2026 and has held it in 2 quarters since.
  • True Wealth Design's York Space Systems position peaked at $1.43K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held York Space Systems as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.