Belvedere Trading’s YieldMax Universe Fund of Option Income ETFs YMAX Stock Holding History

Belvedere Trading’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	$175K	Sell	21,600 -4,400	-17%	-$36.4K	﹤0.01%	624
2026 Q1	$204K	Sell	26,000 -4,300	-14%	-$38.4K	﹤0.01%	422
2025 Q4	$302K	Buy	30,300 +19,700	+186%	+$224K	﹤0.01%	378
2025 Q3	$136K	Sell	10,600 -16,800	-61%	-$222K	﹤0.01%	545
2025 Q2	$377K	Sell	27,400 -3,900	-12%	-$51.9K	﹤0.01%	282
2025 Q1	$418K	Buy	31,300 +15,000	+92%	+$235K	﹤0.01%	217
2024 Q4	$276K	Buy	+16,300	New	+$290K	﹤0.01%	350

Other funds holding YMAX

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 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

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

WCM

Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 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

Belvedere Trading's YMAX Position: Q2 2026 in Review

Belvedere Trading reduced its YieldMax Universe Fund of Option Income ETFs (YMAX) stake by 26% in Q2 2026, selling an estimated $52.1K and leaving 18,029 shares worth $146K. The position accounts for ﹤0.01% of the portfolio, ranked #658.

Belvedere Trading first reported a position in YMAX in Q4 2024 and has held it in 6 quarters since. The position peaked at $190K in Q1 2026. 47 funds tracked by Wall St. Rank hold YMAX as of Q2 2026.

Belvedere Trading held 18,029 shares of YieldMax Universe Fund of Option Income ETFs worth $146K as of Q2 2026.
Belvedere Trading sold 6,297 YieldMax Universe Fund of Option Income ETFs shares in Q2 2026, an estimated $52.1K.
YieldMax Universe Fund of Option Income ETFs made up ﹤0.01% of Belvedere Trading's portfolio in Q2 2026, its #658 holding.
Belvedere Trading first reported a position in YieldMax Universe Fund of Option Income ETFs in Q4 2024 and has held it in 6 quarters since.
Belvedere Trading's YieldMax Universe Fund of Option Income ETFs position peaked at $190K in Q1 2026.
47 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q2 2026.

Based on Belvedere Trading's 13F filing for Q2 2026, filed 31 Jul 2026.