Beacon Capital Management LLC (Tennessee)’s YieldMax Universe Fund of Option Income ETFs YMAX Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
2025 Q3	–	Sell	-3,335	Closed	-$45.9K	–	1045
2025 Q2	$45.9K	Buy	3,335 +2,985	+853%	+$39.7K	0.01%	348
2025 Q1	$4.68K	Buy	+350	New	+$5.48K	﹤0.01%	783

Other funds holding YMAX

ZEGA Investments Palm Beach Gardens, Florida $890M AUM 17.33% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

ODFS

O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s YMAX Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of YieldMax Universe Fund of Option Income ETFs (YMAX) in Q3 2025, closing a stake of 3,335 shares — an estimated $45.9K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in YMAX in Q1 2025 and held it in 2 quarters. The position peaked at $45.9K in Q2 2025. 59 funds tracked by Wall St. Rank hold YMAX as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining YieldMax Universe Fund of Option Income ETFs position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 3,335 YieldMax Universe Fund of Option Income ETFs shares in Q3 2025, an estimated $45.9K.
Beacon Capital Management LLC (Tennessee) first reported a position in YieldMax Universe Fund of Option Income ETFs in Q1 2025 and held it in 2 quarters.
Beacon Capital Management LLC (Tennessee)'s YieldMax Universe Fund of Option Income ETFs position peaked at $45.9K in Q2 2025.
59 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.