ZF
JPO

Zega Financial’s YieldMax JP Option Income Strategy ETF JPO Stock Holding History

Zega Financial’s Portfolio JPO Stock Details JPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-10,329
Closed -$203K – 127
2024
Q2 		$203K Sell
10,329
-2,856
-22% -$56.9K 0.04% 108
2024
Q1 		$288K Sell
13,185
-2,723
-17% -$56.2K 0.1% 80
2023
Q4 		$319K Buy
+15,908
New +$308K 0.1% 71

Other funds holding JPO

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
KWM
Keebeck Wealth Management Chicago, Illinois $889M AUM 20.87% 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

Zega Financial's JPO Position: Q3 2024 in Review

Zega Financial sold out of YieldMax JP Option Income Strategy ETF (JPO) in Q3 2024, closing a stake of 10,329 shares — an estimated $203K sold.

Zega Financial first reported a position in JPO in Q4 2023 and held it in 3 quarters. The position peaked at $319K in Q4 2023. 5 funds tracked by Wall St. Rank hold JPO as of Q3 2024.

  • Zega Financial reported no remaining YieldMax JP Option Income Strategy ETF position as of Q3 2024 after selling out during the quarter.
  • Zega Financial sold 10,329 YieldMax JP Option Income Strategy ETF shares in Q3 2024, an estimated $203K.
  • Zega Financial first reported a position in YieldMax JP Option Income Strategy ETF in Q4 2023 and held it in 3 quarters.
  • Zega Financial's YieldMax JP Option Income Strategy ETF position peaked at $319K in Q4 2023.
  • 5 funds tracked by Wall St. Rank held YieldMax JP Option Income Strategy ETF as of Q3 2024.

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