Yields for You Income StrateYFYAETF
13F holders, Q2 2026 (June 30)6holders +3
3new positions
0sold out
$0.37avg. 13F price*
At the end of Q2 2026, 6 institutions reported holding Yields for You Income Strate (YFYA) in their 13F filings, up 3 from Q1 2026. 3 opened new positions and 0 sold out. The largest holders were Triad Wealth Partners, LLC ($408K), Beacon Investment Advisors LLC ($226K) and Old Mission Capital LLC ($113K).
- Company
- Yields for You Income Strate
- Filed as
- LISTED FDS TR (Q2 2026)
- CUSIP
- 53656G357
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $114K |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 1,965,282 shares bought and 15,848 shares sold, net +1,949,434 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Triad Wealth Partners, LLC | 0.02% | Reduce -27.5% | 41,830 | $408K |
| Beacon Investment Advisors LLC | 0.07% | No change | 23,055 | $226K |
| Old Mission Capital LLC | 0.00% | New | 11,545 | $113K |
| UBS Group AG | 0.00% | Add +33.0% | 278 | $3K |
| Coppell Advisory Solutions LLC | 0.00% | New | 1,953,667 | $1K |
| FMR LLC | 0.00% | New | 1 | $10 |
"% of holder's portfolio" is YFYA's weight in each manager's 13F, not the share of Yields for You Income Strate the manager owns.