ZF
YBIT

Zega Financial’s YieldMax Bitcoin Option Income Strategy ETF YBIT Stock Holding History

Zega Financial’s Portfolio YBIT Stock Details YBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$254K Buy
+3,688
New +$272K 0.04% 91

Other funds holding YBIT

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
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $608M AUM 31.28% 1-Year Est. Return
POIA
Pin Oak Investment Advisors Houston, Texas $141M AUM 20.83% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Zega Financial's YBIT Position: Q3 2024 in Review

Zega Financial opened a new position in YieldMax Bitcoin Option Income Strategy ETF (YBIT) in Q3 2024: 3,688 shares worth $254K. The stake represents 0.04% of the portfolio and ranks #91 among its holdings.

9 funds tracked by Wall St. Rank hold YBIT as of Q3 2024.

  • Zega Financial held 3,688 shares of YieldMax Bitcoin Option Income Strategy ETF worth $254K as of Q3 2024.
  • YieldMax Bitcoin Option Income Strategy ETF was a new Zega Financial position in Q3 2024.
  • YieldMax Bitcoin Option Income Strategy ETF made up 0.04% of Zega Financial's portfolio in Q3 2024, its #91 holding.
  • 9 funds tracked by Wall St. Rank held YieldMax Bitcoin Option Income Strategy ETF as of Q3 2024.

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