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Wealthspire Advisors (New York)’s YieldMax XOM Option Income Strategy ETF XOMO Stock Holding History

Wealthspire Advisors (New York)’s Portfolio XOMO Stock Details XOMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,153
Closed -$13.8K – 2936
2025
Q3 		$13.8K Buy
+1,153
New +$14.1K ﹤0.01% 1865

Other funds holding XOMO

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Wealthspire Advisors (New York)'s XOMO Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of YieldMax XOM Option Income Strategy ETF (XOMO) in Q4 2025, closing a stake of 1,153 shares — an estimated $13.8K sold.

Wealthspire Advisors (New York) first reported a position in XOMO in Q3 2025 and held it in 1 quarter. The position peaked at $13.8K in Q3 2025. 9 funds tracked by Wall St. Rank hold XOMO as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining YieldMax XOM Option Income Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,153 YieldMax XOM Option Income Strategy ETF shares in Q4 2025, an estimated $13.8K.
  • Wealthspire Advisors (New York) first reported a position in YieldMax XOM Option Income Strategy ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s YieldMax XOM Option Income Strategy ETF position peaked at $13.8K in Q3 2025.
  • 9 funds tracked by Wall St. Rank held YieldMax XOM Option Income Strategy ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.