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

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

Historical chart of Efficient 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 Efficient 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 Efficient Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $18k 500 36.00

More positions owned by Efficient Wealth Management

Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Real Estate Etf (VNQ)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Efficient 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