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Yieldmax Inno Optn Incm Strgy Etf shares owned by AE Wealth Management

Quarter-by-quarter ownership of Yieldmax Inno Optn Incm Strgy Etf (OARK) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Yieldmax Inno Optn Incm Strgy Etf

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All positions including Yieldmax Inno Optn Incm Strgy Etf held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Yieldmax Inno Optn Incm Strgy Etf by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $13k 368 36.33

More positions owned by AE Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYG)
Alphabet Cap Stk Cl A (GOOGL)
American Centy Etf Tr Avantis Core Fi (AVIG)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Pimco Etf Tr Multisector Bd (PYLD)

View all positions for AE Wealth Management

Top funds holding Yieldmax Inno Optn Incm Strgy Etf

Toroso Investments
Jane Street
Susquehanna International
Old Mission Capital
FNY Investment Advisers
Simplex Trading
Efficient Wealth Management
AE Wealth Management
Group One Trading
Global Retirement Partners
Tucker Asset Management
Root Financial Partners
Wells Fargo & Company

View all funds holding Yieldmax Inno Optn Incm Strgy Etf