UBS Group
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UBS Group’s YieldMax Innovation Option Income Strategy ETF OARK Stock Holding History

UBS Group’s Portfolio OARK Stock Details OARK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,971
Closed -$100K – 10573
2024
Q4 		$100K Buy
1,971
+1,759
+830% +$93K ﹤0.01% 6874
2024
Q3 		$11.2K Buy
+212
New +$11K ﹤0.01% 7692
2024
Q2 		– Sell
-15
Closed -$1K – 9930
2024
Q1 		$1K Buy
+15
New +$985 ﹤0.01% 8270
2023
Q4 		– Sell
-274
Closed -$18.6K – 9732
2023
Q3 		$18.6K Buy
274
+273
+27,300% +$20.9K ﹤0.01% 6845
2023
Q2 		$84 Buy
+1
New +$79 ﹤0.01% 8535
2023
Q1 		– Sell
-20
Closed -$1.82K – 10139
2022
Q4 		$1.82K Buy
+20
New +$1.94K ﹤0.01% 9786

Other funds holding OARK

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return

UBS Group's OARK Position: Q1 2025 in Review

UBS Group sold out of YieldMax Innovation Option Income Strategy ETF (OARK) in Q1 2025, closing a stake of 1,971 shares — an estimated $100K sold.

UBS Group first reported a position in OARK in Q4 2022 and held it in 6 quarters. The position peaked at $100K in Q4 2024. 12 funds tracked by Wall St. Rank hold OARK as of Q1 2025.

  • UBS Group reported no remaining YieldMax Innovation Option Income Strategy ETF position as of Q1 2025 after selling out during the quarter.
  • UBS Group sold 1,971 YieldMax Innovation Option Income Strategy ETF shares in Q1 2025, an estimated $100K.
  • UBS Group first reported a position in YieldMax Innovation Option Income Strategy ETF in Q4 2022 and held it in 6 quarters.
  • UBS Group's YieldMax Innovation Option Income Strategy ETF position peaked at $100K in Q4 2024.
  • 12 funds tracked by Wall St. Rank held YieldMax Innovation Option Income Strategy ETF as of Q1 2025.

Based on UBS Group's 13F filing for Q1 2025, filed 13 May 2025.