Allworth Financial LP
Position in JPO — YieldMax JP Option Income Strategy ETF
CIK 1555170
FOLSOM, CA
Position in JPO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$98,336
+$1,176 QoQ
Shares Held
7,000
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3
of 9 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPO Over Time
Shares Held
Position Value (USD)
All Filings in JPO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $98,336 | 7,000 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $97,160 | 7,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $112,007 | 7,000 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||