ZEGA Investments’s YieldMax Short COIN Option Income Strategy ETF FIAT Stock Holding History

ZEGA Investments’s Portfolio FIAT Stock Details FIAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-3,351	Closed	-$91.5K	–	188
2025 Q3	$91.5K	Buy	3,351 +1,502	+81%	+$47K	0.01%	157
2025 Q2	$63.6K	Buy	+1,849	New	+$116K	0.01%	141
2025 Q1	–	Sell	-1,115	Closed	-$84.4K	–	163
2024 Q4	$84.4K	Buy	+1,115	New	+$139K	0.02%	130

Other funds holding FIAT

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

WWA

Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ZEGA Investments's FIAT Position: Q4 2025 in Review

ZEGA Investments sold out of YieldMax Short COIN Option Income Strategy ETF (FIAT) in Q4 2025, closing a stake of 3,351 shares — an estimated $91.5K sold.

ZEGA Investments first reported a position in FIAT in Q4 2024 and held it in 3 quarters. The position peaked at $91.5K in Q3 2025. 8 funds tracked by Wall St. Rank hold FIAT as of Q4 2025.

ZEGA Investments reported no remaining YieldMax Short COIN Option Income Strategy ETF position as of Q4 2025 after selling out during the quarter.
ZEGA Investments sold 3,351 YieldMax Short COIN Option Income Strategy ETF shares in Q4 2025, an estimated $91.5K.
ZEGA Investments first reported a position in YieldMax Short COIN Option Income Strategy ETF in Q4 2024 and held it in 3 quarters.
ZEGA Investments's YieldMax Short COIN Option Income Strategy ETF position peaked at $91.5K in Q3 2025.
8 funds tracked by Wall St. Rank held YieldMax Short COIN Option Income Strategy ETF as of Q4 2025.

Based on ZEGA Investments's 13F filing for Q4 2025, filed 27 Jan 2026.