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AE Wealth Management’s YieldMax Universe Fund of Option Income ETFs YMAX Stock Holding History

AE Wealth Management’s Portfolio YMAX Stock Details YMAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.25K Sell
670
-3,045
-82% -$27.2K ﹤0.01% 2364
2025
Q4 		$37.1K Buy
3,715
+3,265
+726% +$37.1K ﹤0.01% 1905
2025
Q3 		$5.76K Sell
450
-92
-17% -$1.21K ﹤0.01% 2057
2025
Q2 		$7.46K Sell
542
-484
-47% -$6.44K ﹤0.01% 1913
2025
Q1 		$13.7K Sell
1,026
-1,401
-58% -$21.9K ﹤0.01% 1810
2024
Q4 		$41.1K Buy
+2,427
New +$43.1K ﹤0.01% 1591

Other funds holding YMAX

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $890M AUM 17.33% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

AE Wealth Management's YMAX Position: Q1 2026 in Review

AE Wealth Management reduced its YieldMax Universe Fund of Option Income ETFs (YMAX) stake by 82% in Q1 2026, selling an estimated $27.2K and leaving 670 shares worth $5.25K. The position accounts for ﹤0.01% of the portfolio, ranked #2364.

AE Wealth Management first reported a position in YMAX in Q4 2024 and has held it in 6 quarters since. The position peaked at $41.1K in Q4 2024. 55 funds tracked by Wall St. Rank hold YMAX as of Q1 2026.

  • AE Wealth Management held 670 shares of YieldMax Universe Fund of Option Income ETFs worth $5.25K as of Q1 2026.
  • AE Wealth Management sold 3,045 YieldMax Universe Fund of Option Income ETFs shares in Q1 2026, an estimated $27.2K.
  • YieldMax Universe Fund of Option Income ETFs made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2364 holding.
  • AE Wealth Management first reported a position in YieldMax Universe Fund of Option Income ETFs in Q4 2024 and has held it in 6 quarters since.
  • AE Wealth Management's YieldMax Universe Fund of Option Income ETFs position peaked at $41.1K in Q4 2024.
  • 55 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.