UBS Group’s YieldMax XYZ Option Income Strategy ETF XYZY Stock Holding History

UBS Group’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
2026 Q1	–	Sell	-415	Closed	-$14.1K	–	11557
2025 Q4	$14.1K	Buy	+415	New	+$16.1K	﹤0.01%	8021
2025 Q2	–	Sell	-231	Closed	-$12.1K	–	11136
2025 Q1	$12.1K	Buy	+231	New	+$17.3K	﹤0.01%	8512
2024 Q4	–	Sell	-1,052	Closed	-$94.8K	–	10580
2024 Q3	$94.8K	Buy	+1,052	New	+$96.8K	﹤0.01%	6413
2024 Q2	–	Sell	-119	Closed	-$15.2K	–	10258
2024 Q1	$15.2K	Buy	+119	New	+$13.2K	﹤0.01%	7042

Other funds holding XYZY

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Stirlingshire Investments New York $135M AUM

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

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

UBS Group's XYZY Position: Q1 2026 in Review

UBS Group sold out of YieldMax XYZ Option Income Strategy ETF (XYZY) in Q1 2026, closing a stake of 415 shares — an estimated $14.1K sold.

UBS Group first reported a position in XYZY in Q1 2024 and held it in 4 quarters. The position peaked at $94.8K in Q3 2024. 5 funds tracked by Wall St. Rank hold XYZY as of Q1 2026.

UBS Group reported no remaining YieldMax XYZ Option Income Strategy ETF position as of Q1 2026 after selling out during the quarter.
UBS Group sold 415 YieldMax XYZ Option Income Strategy ETF shares in Q1 2026, an estimated $14.1K.
UBS Group first reported a position in YieldMax XYZ Option Income Strategy ETF in Q1 2024 and held it in 4 quarters.
UBS Group's YieldMax XYZ Option Income Strategy ETF position peaked at $94.8K in Q3 2024.
5 funds tracked by Wall St. Rank held YieldMax XYZ Option Income Strategy ETF as of Q1 2026.

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