ZEGA Investments’s YieldMax S&P 500 0DTE Covered Call Strategy ETF SDTY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$730K Buy
17,427
+2,196
+14% +$91.8K 0.08% 153
2026
Q1
$607K Sell
15,231
-553
-4% -$23.8K 0.07% 160
2025
Q4
$701K Buy
15,784
+6,365
+68% +$288K 0.08% 118
2025
Q3
$431K Buy
9,419
+956
+11% +$43.3K 0.06% 120
2025
Q2
$381K Buy
8,463
+497
+6% +$21.3K 0.05% 113
2025
Q1
$361K Buy
+7,966
New +$382K 0.06% 104

Other funds holding SDTY

ZEGA Investments's SDTY Position: Q2 2026 in Review

ZEGA Investments increased its YieldMax S&P 500 0DTE Covered Call Strategy ETF (SDTY) stake by 14% in Q2 2026, buying an estimated $91.8K and bringing the position to 17,427 shares worth $730K. The position accounts for 0.08% of the portfolio, ranked #153.

ZEGA Investments first reported a position in SDTY in Q1 2025 and has held it in 6 quarters since. 5 funds tracked by Wall St. Rank hold SDTY as of Q2 2026.

  • ZEGA Investments held 17,427 shares of YieldMax S&P 500 0DTE Covered Call Strategy ETF worth $730K as of Q2 2026.
  • ZEGA Investments bought 2,196 YieldMax S&P 500 0DTE Covered Call Strategy ETF shares in Q2 2026, an estimated $91.8K.
  • YieldMax S&P 500 0DTE Covered Call Strategy ETF made up 0.08% of ZEGA Investments's portfolio in Q2 2026, its #153 holding.
  • ZEGA Investments first reported a position in YieldMax S&P 500 0DTE Covered Call Strategy ETF in Q1 2025 and has held it in 6 quarters since.
  • 5 funds tracked by Wall St. Rank held YieldMax S&P 500 0DTE Covered Call Strategy ETF as of Q2 2026.

Based on ZEGA Investments's 13F filing for Q2 2026, filed 31 Jul 2026.