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Yields for YOU Income Strate (YFYA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Burney Co/
NEW
Shares36,659
Change+36,659
Value$354.3K
Filed 2026-10-15
Triad Wealth Partners, LLC
DECREASED
Shares27,969 from 41,830
Change-13,861 (-33%)
Value$270.3K (-$137.5K)
Filed 2026-10-26
Coppell Advisory Solutions LLC
N/A
Shares— from 1,953,667
Change-1,953,667 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 23,055
Change-23,055 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 11,545
Change-11,545 (-100%)
Value—
UBS Group AG
N/A
Shares— from 278
Change-278 (-100%)
Value—
FMR LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Burney Co/
NEW36,659—+36,659——$354.3K—2026-10-15
Triad Wealth Partners, LLC
DECREASED27,96941,830-13,861-33%$407.8K$270.3K-$137.5K2026-10-26
Coppell Advisory Solutions LLC
N/A—1,953,667-1,953,667-100%$1.1K———
Beacon Investment Advisors LLC
N/A—23,055-23,055-100%$225.6K———
Old Mission Capital LLC
N/A—11,545-11,545-100%$113.0K———
UBS Group AG
N/A—278-278-100%$2.7K———
FMR LLC
N/A—1-1-100%$10———
Showing 7 of 7 institutions