ZI
YFYA

ZEGA Investments’s Yields for You Income Strategy A ETF YFYA Stock Holding History

ZEGA Investments’s Portfolio YFYA Stock Details YFYA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-15,697
Closed -$155K – 186
2025
Q2 		$155K Sell
15,697
-10,093
-39% -$99.9K 0.02% 136
2025
Q1 		$257K Buy
+25,790
New +$258K 0.04% 115

Other funds holding YFYA

CAS
Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
BIA
Beacon Investment Advisors Gaithersburg, Maryland $318M AUM 43.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ZEGA Investments's YFYA Position: Q3 2025 in Review

ZEGA Investments sold out of Yields for You Income Strategy A ETF (YFYA) in Q3 2025, closing a stake of 15,697 shares — an estimated $155K sold.

ZEGA Investments first reported a position in YFYA in Q1 2025 and held it in 2 quarters. The position peaked at $257K in Q1 2025. 4 funds tracked by Wall St. Rank hold YFYA as of Q3 2025.

  • ZEGA Investments reported no remaining Yields for You Income Strategy A ETF position as of Q3 2025 after selling out during the quarter.
  • ZEGA Investments sold 15,697 Yields for You Income Strategy A ETF shares in Q3 2025, an estimated $155K.
  • ZEGA Investments first reported a position in Yields for You Income Strategy A ETF in Q1 2025 and held it in 2 quarters.
  • ZEGA Investments's Yields for You Income Strategy A ETF position peaked at $257K in Q1 2025.
  • 4 funds tracked by Wall St. Rank held Yields for You Income Strategy A ETF as of Q3 2025.

Based on ZEGA Investments's 13F filing for Q3 2025, filed 27 Oct 2025.