ZF
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Zega Financial’s YieldMax TSLA Option Income Strategy ETF TSLY Stock Holding History

Zega Financial’s Portfolio TSLY Stock Details TSLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$150K Buy
+2,102
New +$153K 0.02% 110
2024
Q1 		– Sell
-2,690
Closed -$321K – 131
2023
Q4 		$321K Buy
+2,690
New +$325K 0.1% 69

Other funds holding TSLY

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BCM
BluePath Capital Management Atlanta, Georgia $182M AUM 38.9% 1-Year Est. Return
IW
Instrumental Wealth Tampa, Florida $198M AUM 24.07% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Zega Financial's TSLY Position: Q3 2024 in Review

Zega Financial opened a new position in YieldMax TSLA Option Income Strategy ETF (TSLY) in Q3 2024: 2,102 shares worth $150K. The stake represents 0.02% of the portfolio and ranks #110 among its holdings. This is a return to the name: Zega Financial previously reported a position in TSLY as recently as Q4 2023.

Zega Financial first reported a position in TSLY in Q4 2023 and has held it in 2 quarters since. The position peaked at $321K in Q4 2023. 34 funds tracked by Wall St. Rank hold TSLY as of Q3 2024.

  • Zega Financial held 2,102 shares of YieldMax TSLA Option Income Strategy ETF worth $150K as of Q3 2024.
  • YieldMax TSLA Option Income Strategy ETF was a new Zega Financial position in Q3 2024.
  • YieldMax TSLA Option Income Strategy ETF made up 0.02% of Zega Financial's portfolio in Q3 2024, its #110 holding.
  • Zega Financial first reported a position in YieldMax TSLA Option Income Strategy ETF in Q4 2023 and has held it in 2 quarters since.
  • Zega Financial's YieldMax TSLA Option Income Strategy ETF position peaked at $321K in Q4 2023.
  • 34 funds tracked by Wall St. Rank held YieldMax TSLA Option Income Strategy ETF as of Q3 2024.

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