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 Q2	$3.64K	Sell	450 -220	-33%	-$1.82K	﹤0.01%	2508
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

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return

Winnow Wealth Waco, Texas $151M AUM 17.14% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

LWMM

Legacy Wealth Management (Mississippi) Ridgeland, Mississippi $390M AUM 27.84% 1-Year Est. Return

AE Wealth Management's YMAX Position: Q2 2026 in Review

AE Wealth Management reduced its YieldMax Universe Fund of Option Income ETFs (YMAX) stake by 33% in Q2 2026, selling an estimated $1.82K and leaving 450 shares worth $3.64K. The position accounts for ﹤0.01% of the portfolio, ranked #2508.

AE Wealth Management first reported a position in YMAX in Q4 2024 and has held it in 7 quarters since. The position peaked at $41.1K in Q4 2024. 47 funds tracked by Wall St. Rank hold YMAX as of Q2 2026.

AE Wealth Management held 450 shares of YieldMax Universe Fund of Option Income ETFs worth $3.64K as of Q2 2026.
AE Wealth Management sold 220 YieldMax Universe Fund of Option Income ETFs shares in Q2 2026, an estimated $1.82K.
YieldMax Universe Fund of Option Income ETFs made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2508 holding.
AE Wealth Management first reported a position in YieldMax Universe Fund of Option Income ETFs in Q4 2024 and has held it in 7 quarters since.
AE Wealth Management's YieldMax Universe Fund of Option Income ETFs position peaked at $41.1K in Q4 2024.
47 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.