SHP Wealth Management »

Yieldmax Ultra Option Income Strategy Etf shares owned by SHP Wealth Management

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

Historical chart of SHP Wealth Management 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 SHP Wealth Management 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 SHP Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.2k 113 37.33

More positions owned by SHP Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Fidelity Covington Trust Enhanced Large (FELC)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Mid Cap Etf (VO)
J P Morgan Exchange Traded F Small &mid Cap (JMEE)
NVIDIA Corporation (NVDA)

View all positions for SHP Wealth Management

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