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VisionPoint Advisory Group’s YieldMax Ultra Option Income Strategy ETF ULTY Stock Holding History

VisionPoint Advisory Group’s Portfolio ULTY Stock Details ULTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,618
Closed -$171K – 318
2024
Q3 		$171K Buy
+1,618
New +$190K 0.06% 186

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VisionPoint Advisory Group's ULTY Position: Q4 2024 in Review

VisionPoint Advisory Group sold out of YieldMax Ultra Option Income Strategy ETF (ULTY) in Q4 2024, closing a stake of 1,618 shares — an estimated $171K sold.

VisionPoint Advisory Group first reported a position in ULTY in Q3 2024 and held it in 1 quarter. The position peaked at $171K in Q3 2024. 22 funds tracked by Wall St. Rank hold ULTY as of Q4 2024.

  • VisionPoint Advisory Group reported no remaining YieldMax Ultra Option Income Strategy ETF position as of Q4 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 1,618 YieldMax Ultra Option Income Strategy ETF shares in Q4 2024, an estimated $171K.
  • VisionPoint Advisory Group first reported a position in YieldMax Ultra Option Income Strategy ETF in Q3 2024 and held it in 1 quarter.
  • VisionPoint Advisory Group's YieldMax Ultra Option Income Strategy ETF position peaked at $171K in Q3 2024.
  • 22 funds tracked by Wall St. Rank held YieldMax Ultra Option Income Strategy ETF as of Q4 2024.

Based on VisionPoint Advisory Group's 13F filing for Q4 2024, filed 3 Feb 2025.