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Yieldmax Inno Optn Incm Strgy Etf shares owned by Root Financial Partners

Quarter-by-quarter ownership of Yieldmax Inno Optn Incm Strgy Etf (OARK) shares owned by Root Financial Partners from 13F filings

Historical chart of Root Financial Partners investment in Yieldmax Inno Optn Incm Strgy Etf

Tip: Access up to 7 years of quarterly data

All positions including Yieldmax Inno Optn Incm Strgy Etf held by Root Financial Partners 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 Root Financial Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $435 12 36.33

More positions owned by Root Financial Partners

Dimensional U.s. Equity Market Etf Etf (DFUS)
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Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Dimensional Us Large Cap Value Etf Etf (DFLV)
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Dimensional Ultrashort Fixed Income Etf Etf (DUSB)
Vanguard Growth Etf Etf (VUG)
Dimensional Us Real Estate Etf Etf (DFAR)
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Dimensional International Value Etf Etf (DFIV)
Apple Stock (AAPL)
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View all positions for Root Financial Partners

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