Tucker Asset Management’s YieldMax XYZ Option Income Strategy ETF XYZY Stock Holding History

Tucker Asset Management’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
2025 Q4	$19.2K	Sell	564 -63	-10%	-$2.44K	0.01%	459
2025 Q3	$27.4K	Hold	627	–	–	0.01%	218
2025 Q2	$32.1K	Hold	627	–	–	0.01%	182
2025 Q1	$32.9K	Sell	627 -90	-13%	-$6.76K	0.01%	182
2024 Q4	$64.9K	Hold	717	–	–	0.01%	318
2024 Q3	$64.6K	Sell	717 -8	-1%	-$736	0.01%	292
2024 Q2	$70.5K	Sell	725 -503	-41%	-$53K	0.02%	326
2024 Q1	$156K	Buy	1,228 +1,026	+508%	+$114K	0.04%	198
2023 Q4	$26.5K	Buy	+202	New	+$22.9K	0.01%	467

Other funds holding XYZY

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 New York $777B AUM 61.18% 1-Year Est. Return

Stirlingshire Investments New York $114M AUM

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tucker Asset Management's XYZY Position: Q4 2025 in Review

Tucker Asset Management reduced its YieldMax XYZ Option Income Strategy ETF (XYZY) stake by 10% in Q4 2025, selling an estimated $2.44K and leaving 564 shares worth $19.2K. The position accounts for 0.01% of the portfolio, ranked #459.

Tucker Asset Management first reported a position in XYZY in Q4 2023 and has held it in 9 quarters since. The position peaked at $156K in Q1 2024. 11 funds tracked by Wall St. Rank hold XYZY as of Q4 2025.

Tucker Asset Management held 564 shares of YieldMax XYZ Option Income Strategy ETF worth $19.2K as of Q4 2025.
Tucker Asset Management sold 63 YieldMax XYZ Option Income Strategy ETF shares in Q4 2025, an estimated $2.44K.
YieldMax XYZ Option Income Strategy ETF made up 0.01% of Tucker Asset Management's portfolio in Q4 2025, its #459 holding.
Tucker Asset Management first reported a position in YieldMax XYZ Option Income Strategy ETF in Q4 2023 and has held it in 9 quarters since.
Tucker Asset Management's YieldMax XYZ Option Income Strategy ETF position peaked at $156K in Q1 2024.
11 funds tracked by Wall St. Rank held YieldMax XYZ Option Income Strategy ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.