Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s YieldMax Universe Fund of Option Income ETFs YMAX Stock Holding History

Cambridge Investment Research Advisors’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 		– Sell
-13,532
Closed -$106K – 4122
2026
Q1 		$106K Sell
13,532
-2,001
-13% -$17.9K ﹤0.01% 3787
2025
Q4 		$155K Sell
15,533
-4,042
-21% -$46K ﹤0.01% 3627
2025
Q3 		$251K Buy
19,575
+3,732
+24% +$49.3K ﹤0.01% 3282
2025
Q2 		$218K Sell
15,843
-1,660
-9% -$22.1K ﹤0.01% 3284
2025
Q1 		$234K Buy
17,503
+897
+5% +$14.1K ﹤0.01% 3081
2024
Q4 		$281K Buy
16,606
+1,908
+13% +$33.9K ﹤0.01% 2891
2024
Q3 		$262K Buy
+14,698
New +$268K ﹤0.01% 2932

Other funds holding YMAX

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
WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return
LWMM
Legacy Wealth Management (Mississippi) Ridgeland, Mississippi $390M AUM 27.84% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
CCM
Canal Capital Management Richmond, Virginia $819M AUM 24.27% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Cambridge Investment Research Advisors's YMAX Position: Q2 2026 in Review

Cambridge Investment Research Advisors sold out of YieldMax Universe Fund of Option Income ETFs (YMAX) in Q2 2026, closing a stake of 13,532 shares — an estimated $106K sold.

Cambridge Investment Research Advisors first reported a position in YMAX in Q3 2024 and held it in 7 quarters. The position peaked at $281K in Q4 2024. 14 funds tracked by Wall St. Rank hold YMAX as of Q2 2026.

  • Cambridge Investment Research Advisors reported no remaining YieldMax Universe Fund of Option Income ETFs position as of Q2 2026 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 13,532 YieldMax Universe Fund of Option Income ETFs shares in Q2 2026, an estimated $106K.
  • Cambridge Investment Research Advisors first reported a position in YieldMax Universe Fund of Option Income ETFs in Q3 2024 and held it in 7 quarters.
  • Cambridge Investment Research Advisors's YieldMax Universe Fund of Option Income ETFs position peaked at $281K in Q4 2024.
  • 14 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.