Ameritas Advisory Services’s YieldMax Universe Fund of Option Income ETFs YMAX Stock Holding History

Ameritas Advisory Services’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 Q3	–	Sell	-287	Closed	-$2.32K	–	2068
2026 Q2	$2.32K	Buy	+287	New	+$2.37K	﹤0.01%	1674
2025 Q3	–	Sell	-292	Closed	-$4.02K	–	2973
2025 Q2	$4.02K	Buy	+292	New	+$3.88K	﹤0.01%	2294

Other funds holding YMAX

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

Virtue Capital Management Brentwood, Tennessee $768M AUM 30.82% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Authentikos Wealth Advisory Morgan Hill, California $159M AUM 16.78% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

ZEGA Investments Palm Beach Gardens, Florida $917M AUM 21.57% 1-Year Est. Return

Ameritas Advisory Services's YMAX Position: Q3 2026 in Review

Ameritas Advisory Services sold out of YieldMax Universe Fund of Option Income ETFs (YMAX) in Q3 2026, closing a stake of 287 shares — an estimated $2.32K sold.

Ameritas Advisory Services first reported a position in YMAX in Q2 2025 and held it in 2 quarters. The position peaked at $4.02K in Q2 2025. 42 funds tracked by Wall St. Rank hold YMAX as of Q3 2026.

Ameritas Advisory Services reported no remaining YieldMax Universe Fund of Option Income ETFs position as of Q3 2026 after selling out during the quarter.
Ameritas Advisory Services sold 287 YieldMax Universe Fund of Option Income ETFs shares in Q3 2026, an estimated $2.32K.
Ameritas Advisory Services first reported a position in YieldMax Universe Fund of Option Income ETFs in Q2 2025 and held it in 2 quarters.
Ameritas Advisory Services's YieldMax Universe Fund of Option Income ETFs position peaked at $4.02K in Q2 2025.
42 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q3 2026.

Based on Ameritas Advisory Services's 13F filing for Q3 2026, filed 12 Nov 2026.