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

Wealth Alliance 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
-1,359
Closed -$144K – 201
2024
Q3 		$144K Hold
1,359
– – 0.03% 187
2024
Q2 		$183K Buy
+1,359
New +$207K 0.04% 180

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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
NWM
Napa Wealth Management Napa, California $213M AUM 25.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
MI
Motiv8 Investments Port St. Lucie, Florida $183K AUM 15.06% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Wealth Alliance Advisory Group's ULTY Position: Q4 2024 in Review

Wealth Alliance Advisory Group sold out of YieldMax Ultra Option Income Strategy ETF (ULTY) in Q4 2024, closing a stake of 1,359 shares — an estimated $144K sold.

Wealth Alliance Advisory Group first reported a position in ULTY in Q2 2024 and held it in 2 quarters. The position peaked at $183K in Q2 2024. 22 funds tracked by Wall St. Rank hold ULTY as of Q4 2024.

  • Wealth Alliance Advisory Group reported no remaining YieldMax Ultra Option Income Strategy ETF position as of Q4 2024 after selling out during the quarter.
  • Wealth Alliance Advisory Group sold 1,359 YieldMax Ultra Option Income Strategy ETF shares in Q4 2024, an estimated $144K.
  • Wealth Alliance Advisory Group first reported a position in YieldMax Ultra Option Income Strategy ETF in Q2 2024 and held it in 2 quarters.
  • Wealth Alliance Advisory Group's YieldMax Ultra Option Income Strategy ETF position peaked at $183K in Q2 2024.
  • 22 funds tracked by Wall St. Rank held YieldMax Ultra Option Income Strategy ETF as of Q4 2024.

Based on Wealth Alliance Advisory Group's 13F filing for Q4 2024, filed 15 Jan 2025.