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Brookwood Investment Group’s YieldMax Universe Fund of Option Income ETFs YMAX Stock Holding History

Brookwood Investment Group’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
Q4 		– Sell
-14,395
Closed -$184K – 574
2025
Q3 		$184K Buy
14,395
+4,264
+42% +$56.3K 0.02% 457
2025
Q2 		$139K Buy
+10,131
New +$135K 0.02% 431

Other funds holding YMAX

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $890M AUM 17.33% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $130M AUM 17.71% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 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

Brookwood Investment Group's YMAX Position: Q4 2025 in Review

Brookwood Investment Group sold out of YieldMax Universe Fund of Option Income ETFs (YMAX) in Q4 2025, closing a stake of 14,395 shares — an estimated $184K sold.

Brookwood Investment Group first reported a position in YMAX in Q2 2025 and held it in 2 quarters. The position peaked at $184K in Q3 2025. 64 funds tracked by Wall St. Rank hold YMAX as of Q4 2025.

  • Brookwood Investment Group reported no remaining YieldMax Universe Fund of Option Income ETFs position as of Q4 2025 after selling out during the quarter.
  • Brookwood Investment Group sold 14,395 YieldMax Universe Fund of Option Income ETFs shares in Q4 2025, an estimated $184K.
  • Brookwood Investment Group first reported a position in YieldMax Universe Fund of Option Income ETFs in Q2 2025 and held it in 2 quarters.
  • Brookwood Investment Group's YieldMax Universe Fund of Option Income ETFs position peaked at $184K in Q3 2025.
  • 64 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q4 2025.

Based on Brookwood Investment Group's 13F filing for Q4 2025, filed 22 Jan 2026.