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YieldMax SQ Opt Inc St shares owned by AE Wealth Management

Quarter-by-quarter ownership of YieldMax SQ Opt Inc St (XYZY) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in YieldMax SQ Opt Inc St

Tip: Access up to 7 years of quarterly data

All positions including YieldMax SQ Opt Inc St held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in YieldMax SQ Opt Inc St by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4k 269 8.74
2025-06-30 $2.8k 269 10.25
2025-03-31 $2.8k 269 10.49
2024-12-31 $477k 26k 18.12