ZF
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Zega Financial’s YieldMax GOOGL Option Income Strategy ETF GOOY Stock Holding History

Zega Financial’s Portfolio GOOY Stock Details GOOY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-12,110
Closed -$223K – 124
2024
Q2 		$223K Buy
+12,110
New +$216K 0.04% 102
2024
Q1 		– Sell
-13,367
Closed -$245K – 116
2023
Q4 		$245K Buy
+13,367
New +$255K 0.08% 89

Other funds holding GOOY

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
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
GSIAS
Garden State Investment Advisory Services Red Bank, New Jersey $455M AUM 25.41% 1-Year Est. Return
KWM
Keebeck Wealth Management Chicago, Illinois $889M AUM 20.87% 1-Year Est. Return
EWM
EPG Wealth Management Atlanta, Georgia $417M AUM 34.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Zega Financial's GOOY Position: Q3 2024 in Review

Zega Financial sold out of YieldMax GOOGL Option Income Strategy ETF (GOOY) in Q3 2024, closing a stake of 12,110 shares — an estimated $223K sold.

Zega Financial first reported a position in GOOY in Q4 2023 and held it in 2 quarters. The position peaked at $245K in Q4 2023. 12 funds tracked by Wall St. Rank hold GOOY as of Q3 2024.

  • Zega Financial reported no remaining YieldMax GOOGL Option Income Strategy ETF position as of Q3 2024 after selling out during the quarter.
  • Zega Financial sold 12,110 YieldMax GOOGL Option Income Strategy ETF shares in Q3 2024, an estimated $223K.
  • Zega Financial first reported a position in YieldMax GOOGL Option Income Strategy ETF in Q4 2023 and held it in 2 quarters.
  • Zega Financial's YieldMax GOOGL Option Income Strategy ETF position peaked at $245K in Q4 2023.
  • 12 funds tracked by Wall St. Rank held YieldMax GOOGL Option Income Strategy ETF as of Q3 2024.

Based on Zega Financial's 13F filing for Q3 2024, filed 14 Nov 2024.