Creative Planning »

Yieldmax Ultra Option Income Strategy Etf shares owned by Creative Planning

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

Historical chart of Creative Planning 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 Creative Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Yieldmax Ultra Option Income Strategy Etf by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $208k 5.6k 37.33