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YieldMax MSFT Option Income Strategy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Tidal Investments
1
Tidal Investments
Wisconsin
$67.6M +$6.9M +403,973 +10%
Cavalier Investments
2
Cavalier Investments
Georgia
$548K +$306K +17,938 +106%
Old Mission Capital
3
Old Mission Capital
Illinois
$546K +$594K +34,790 New
Visionary Wealth Advisors
4
Visionary Wealth Advisors
Illinois
$382K +$44.3K +2,590 +12%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$335K +$365K +21,337 New
Sunbelt Securities
6
Sunbelt Securities
Texas
$211K -$7.76K -454 -3%
UBS Group
7
UBS Group
Switzerland
$111K +$121K +7,063 New
Morgan Stanley
8
Morgan Stanley
New York
$32.6K +$21.5K +1,256 +154%
Investment Research & Advisory Group
9
Investment Research & Advisory Group
Georgia
$19.7K +$21.4K +1,252 New
Geneos Wealth Management
10
Geneos Wealth Management
Colorado
$3.26K +$3.55K +208 New
Wells Fargo
11
Wells Fargo
California
$20 – – –
Allworth Financial
12
Allworth Financial
California
$16 – – –
Keebeck Wealth Management
13
Keebeck Wealth Management
Illinois
– -$217K -11,920 Closed