WAM
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Worth Asset Management’s YieldMax XOM Option Income Strategy ETF XOMO Stock Holding History

Worth Asset Management’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
2024
Q4 		– Sell
-22,678
Closed -$386K – 174
2024
Q3 		$386K Buy
+22,678
New +$385K 0.21% 84

Other funds holding XOMO

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
KWM
Keebeck Wealth Management Chicago, Illinois $889M AUM 20.87% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Worth Asset Management's XOMO Position: Q4 2024 in Review

Worth Asset Management sold out of YieldMax XOM Option Income Strategy ETF (XOMO) in Q4 2024, closing a stake of 22,678 shares — an estimated $386K sold.

Worth Asset Management first reported a position in XOMO in Q3 2024 and held it in 1 quarter. The position peaked at $386K in Q3 2024. 7 funds tracked by Wall St. Rank hold XOMO as of Q4 2024.

  • Worth Asset Management reported no remaining YieldMax XOM Option Income Strategy ETF position as of Q4 2024 after selling out during the quarter.
  • Worth Asset Management sold 22,678 YieldMax XOM Option Income Strategy ETF shares in Q4 2024, an estimated $386K.
  • Worth Asset Management first reported a position in YieldMax XOM Option Income Strategy ETF in Q3 2024 and held it in 1 quarter.
  • Worth Asset Management's YieldMax XOM Option Income Strategy ETF position peaked at $386K in Q3 2024.
  • 7 funds tracked by Wall St. Rank held YieldMax XOM Option Income Strategy ETF as of Q4 2024.

Based on Worth Asset Management's 13F filing for Q4 2024, filed 8 Jan 2025.