UBS Group
NFLY icon

UBS Group’s YieldMax NFLX Option Income Strategy ETF NFLY Stock Holding History

UBS Group’s Portfolio NFLY Stock Details NFLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,426
Closed -$17.1K – 10946
2025
Q4 		$17.1K Buy
+1,426
New +$20.2K ﹤0.01% 7894
2024
Q3 		– Sell
-134
Closed -$2.35K – 9883
2024
Q2 		$2.35K Sell
134
-2,539
-95% -$44.3K ﹤0.01% 8375
2024
Q1 		$49.6K Buy
+2,673
New +$49.1K ﹤0.01% 6510
2023
Q4 		– Sell
-1,016
Closed -$16.8K – 9706
2023
Q3 		$16.8K Buy
+1,016
New +$18.9K ﹤0.01% 6894

Other funds holding NFLY

Tidal Investments
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.53% 1-Year Est. Return
Stirlingshire Investments
Stirlingshire Investments New York $142M AUM 16.67% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
BPI
BFC Planning, Inc. Cedar Rapids, Iowa $2.46B AUM 38.2% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
NBC Securities
NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return
Swan Capital
Swan Capital Pensacola, Florida $292M AUM 15.76% 1-Year Est. Return
Blue Bell Private Wealth Management
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

UBS Group's NFLY Position: Q1 2026 in Review

UBS Group sold out of YieldMax NFLX Option Income Strategy ETF (NFLY) in Q1 2026, closing a stake of 1,426 shares — an estimated $17.1K sold.

UBS Group first reported a position in NFLY in Q3 2023 and held it in 4 quarters. The position peaked at $49.6K in Q1 2024. 12 funds tracked by Wall St. Rank hold NFLY as of Q1 2026.

  • UBS Group reported no remaining YieldMax NFLX Option Income Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 1,426 YieldMax NFLX Option Income Strategy ETF shares in Q1 2026, an estimated $17.1K.
  • UBS Group first reported a position in YieldMax NFLX Option Income Strategy ETF in Q3 2023 and held it in 4 quarters.
  • UBS Group's YieldMax NFLX Option Income Strategy ETF position peaked at $49.6K in Q1 2024.
  • 12 funds tracked by Wall St. Rank held YieldMax NFLX Option Income Strategy ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.