Wealth Enhancement Advisory Services
OARK icon

Wealth Enhancement Advisory Services’s YieldMax Innovation Option Income Strategy ETF OARK Stock Holding History

Wealth Enhancement Advisory Services’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
Q2 		– Sell
-6,084
Closed -$232K – 3455
2025
Q1 		$232K Sell
6,084
-1,475
-20% -$70.9K ﹤0.01% 2603
2024
Q4 		$384K Sell
7,559
-5,763
-43% -$305K ﹤0.01% 2185
2024
Q3 		$706K Buy
13,322
+362
+3% +$18.8K ﹤0.01% 1600
2024
Q2 		$699K Buy
+12,960
New +$738K ﹤0.01% 1450

Other funds holding OARK

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Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Wealth Enhancement Advisory Services's OARK Position: Q2 2025 in Review

Wealth Enhancement Advisory Services sold out of YieldMax Innovation Option Income Strategy ETF (OARK) in Q2 2025, closing a stake of 6,084 shares — an estimated $232K sold.

Wealth Enhancement Advisory Services first reported a position in OARK in Q2 2024 and held it in 4 quarters. The position peaked at $706K in Q3 2024. 13 funds tracked by Wall St. Rank hold OARK as of Q2 2025.

  • Wealth Enhancement Advisory Services reported no remaining YieldMax Innovation Option Income Strategy ETF position as of Q2 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 6,084 YieldMax Innovation Option Income Strategy ETF shares in Q2 2025, an estimated $232K.
  • Wealth Enhancement Advisory Services first reported a position in YieldMax Innovation Option Income Strategy ETF in Q2 2024 and held it in 4 quarters.
  • Wealth Enhancement Advisory Services's YieldMax Innovation Option Income Strategy ETF position peaked at $706K in Q3 2024.
  • 13 funds tracked by Wall St. Rank held YieldMax Innovation Option Income Strategy ETF as of Q2 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2025, filed 10 Jul 2025.