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Allworth Financial’s YieldMax Universe Fund of Option Income ETFs YMAX Stock Holding History

Allworth Financial’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 		$113K Buy
14,425
+1,191
+9% +$10.6K ﹤0.01% 1760
2025
Q4 		$132K Buy
13,234
+2,718
+26% +$30.9K ﹤0.01% 1575
2025
Q3 		$135K Buy
10,516
+3,065
+41% +$40.5K ﹤0.01% 1497
2025
Q2 		$103K Buy
+7,451
New +$99.1K ﹤0.01% 1539

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

Allworth Financial's YMAX Position: Q1 2026 in Review

Allworth Financial increased its YieldMax Universe Fund of Option Income ETFs (YMAX) stake by 9% in Q1 2026, buying an estimated $10.6K and bringing the position to 14,425 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #1760.

Allworth Financial first reported a position in YMAX in Q2 2025 and has held it in 4 quarters since. The position peaked at $135K in Q3 2025. 55 funds tracked by Wall St. Rank hold YMAX as of Q1 2026.

  • Allworth Financial held 14,425 shares of YieldMax Universe Fund of Option Income ETFs worth $113K as of Q1 2026.
  • Allworth Financial bought 1,191 YieldMax Universe Fund of Option Income ETFs shares in Q1 2026, an estimated $10.6K.
  • YieldMax Universe Fund of Option Income ETFs made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #1760 holding.
  • Allworth Financial first reported a position in YieldMax Universe Fund of Option Income ETFs in Q2 2025 and has held it in 4 quarters since.
  • Allworth Financial's YieldMax Universe Fund of Option Income ETFs position peaked at $135K in Q3 2025.
  • 55 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.