Steward Partners Investment Advisory, LLC
Position in JPO — YieldMax JP Option Income Strategy ETF
CIK 1723397
STAMFORD, CT
Position in JPO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$21,760
+$260 QoQ
Shares Held
1,549
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#4
of 9 holders
Holding Since
Jun 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,760 | 1,549 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $21,500 | 1,549 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $16,993 | 1,062 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $10,421 | 601 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,258 | 307 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||