Worth Asset Management’s YieldMax XYZ Option Income Strategy ETF XYZY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-21,017
Closed -$220K 179
2025
Q1
$220K Sell
21,017
-128
-0.6% -$1.34K 0.12% 121
2024
Q4
$383K Buy
+21,145
New +$383K 0.2% 82