Yields for You Income StrateYFYAETF
13F holders, Q1 2026 (March 31)3holders −2
0new positions
2sold out
$9.77avg. 13F price*
At the end of Q1 2026, 3 institutions reported holding Yields for You Income Strate (YFYA) in their 13F filings, down 2 from Q4 2025. 0 opened new positions and 2 sold out. The largest holders were Triad Wealth Partners, LLC ($564K), Beacon Investment Advisors LLC ($225K) and UBS Group AG ($2K).
- Company
- Yields for You Income Strate
- Filed as
- LISTED FDS TR (Q1 2026)
- CUSIP
- 53656G357
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $23.8M |
All 13F filers, Q4 2025 → Q1 2026: 54 shares bought and 2,418,681 shares sold, net −2,418,627 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Triad Wealth Partners, LLC | 0.04% | Reduce -15.0% | 57,678 | $564K |
| Beacon Investment Advisors LLC | 0.09% | No change | 23,055 | $225K |
| UBS Group AG | 0.00% | Add +34.8% | 209 | $2K |
"% 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.