ZF
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Zega Financial’s YieldMax MRNA Option Income Strategy ETF MRNY Stock Holding History

Zega Financial’s Portfolio MRNY Stock Details MRNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,626
Closed -$384K – 122
2023
Q4 		$384K Buy
+1,626
New +$322K 0.12% 61

Other funds holding MRNY

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
PMFA
Plante Moran Financial Advisors Southfield, Michigan $1.55B AUM 17.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return

Zega Financial's MRNY Position: Q1 2024 in Review

Zega Financial sold out of YieldMax MRNA Option Income Strategy ETF (MRNY) in Q1 2024, closing a stake of 1,626 shares — an estimated $384K sold.

Zega Financial first reported a position in MRNY in Q4 2023 and held it in 1 quarter. The position peaked at $384K in Q4 2023. 4 funds tracked by Wall St. Rank hold MRNY as of Q1 2024.

  • Zega Financial reported no remaining YieldMax MRNA Option Income Strategy ETF position as of Q1 2024 after selling out during the quarter.
  • Zega Financial sold 1,626 YieldMax MRNA Option Income Strategy ETF shares in Q1 2024, an estimated $384K.
  • Zega Financial first reported a position in YieldMax MRNA Option Income Strategy ETF in Q4 2023 and held it in 1 quarter.
  • Zega Financial's YieldMax MRNA Option Income Strategy ETF position peaked at $384K in Q4 2023.
  • 4 funds tracked by Wall St. Rank held YieldMax MRNA Option Income Strategy ETF as of Q1 2024.

Based on Zega Financial's 13F filing for Q1 2024, filed 9 May 2024.