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Yieldmax Ultra Option Income Strategy Etf shares owned by Cape Investment Advisory

Quarter-by-quarter ownership of Yieldmax Ultra Option Income Strategy Etf (ULTY) shares owned by Cape Investment Advisory from 13F filings

Historical chart of Cape Investment Advisory investment in Yieldmax Ultra Option Income Strategy Etf

Tip: Access up to 7 years of quarterly data

All positions including Yieldmax Ultra Option Income Strategy Etf held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Yieldmax Ultra Option Income Strategy Etf by Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.5k 94 37.33

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Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
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Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)
Microsoft Corporation (MSFT)
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Schwab Strategic Tr Us Mid-cap Etf (SCHM)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Schwab Strategic Tr Us Dividend Eq (SCHD)
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Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)

View all positions for Cape Investment Advisory

Top funds holding Yieldmax Ultra Option Income Strategy Etf

Susquehanna International
Jane Street
IMC-Chicago
Quadrature Capital
Goldman Sachs Group
Old Mission Capital
UBS Group
Commonwealth Equity Services
Federation des caisses Desjardins du Quebec
Belvedere Trading
Simplex Trading
One Capital Management
Texas Capital Bank Wealth Management Services
Elequin Capital
Straight Path Wealth Management

View all funds holding Yieldmax Ultra Option Income Strategy Etf