Bank of Montreal
YMAX icon

Bank of Montreal’s YieldMax Universe Fund of Option Income ETFs YMAX Stock Holding History

Bank of Montreal’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 		$9.29K Hold
1,150
– – ﹤0.01% 3677
2026
Q1 		$9.01K Hold
1,150
– – ﹤0.01% 3577
2025
Q4 		$11.5K Hold
1,150
– – ﹤0.01% 3408
2025
Q3 		$14.7K Buy
+1,150
New +$15.2K ﹤0.01% 3319
2025
Q2 		– Sell
-4,000
Closed -$53.4K – 3785
2025
Q1 		$53.4K Buy
+4,000
New +$62.7K ﹤0.01% 3055

Other funds holding YMAX

IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 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 $1.28T AUM 58.89% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Group One Trading
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

Bank of Montreal's YMAX Position: Q2 2026 in Review

Bank of Montreal held its YieldMax Universe Fund of Option Income ETFs (YMAX) position steady in Q2 2026 at 1,150 shares worth $9.29K. The position accounts for ﹤0.01% of the portfolio, ranked #3677.

Bank of Montreal first reported a position in YMAX in Q1 2025 and has held it in 5 quarters since. The position peaked at $53.4K in Q1 2025. 47 funds tracked by Wall St. Rank hold YMAX as of Q2 2026.

  • Bank of Montreal held 1,150 shares of YieldMax Universe Fund of Option Income ETFs worth $9.29K as of Q2 2026.
  • Bank of Montreal left its YieldMax Universe Fund of Option Income ETFs share count unchanged in Q2 2026.
  • YieldMax Universe Fund of Option Income ETFs made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3677 holding.
  • Bank of Montreal first reported a position in YieldMax Universe Fund of Option Income ETFs in Q1 2025 and has held it in 5 quarters since.
  • Bank of Montreal's YieldMax Universe Fund of Option Income ETFs position peaked at $53.4K in Q1 2025.
  • 47 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.