Cetera Investment Advisers
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Cetera Investment Advisers’s YieldMax Universe Fund of Option Income ETFs YMAX Stock Holding History

Cetera Investment Advisers’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 		$342K Buy
42,276
+8,314
+24% +$68.7K ﹤0.01% 4039
2026
Q1 		$266K Buy
33,962
+18,371
+118% +$164K ﹤0.01% 4083
2025
Q4 		$156K Sell
15,591
-2,516
-14% -$28.6K ﹤0.01% 4295
2025
Q3 		$232K Buy
18,107
+5,605
+45% +$74K ﹤0.01% 4048
2025
Q2 		$172K Buy
+12,502
New +$166K ﹤0.01% 3762

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

Cetera Investment Advisers's YMAX Position: Q2 2026 in Review

Cetera Investment Advisers increased its YieldMax Universe Fund of Option Income ETFs (YMAX) stake by 24% in Q2 2026, buying an estimated $68.7K and bringing the position to 42,276 shares worth $342K. The position accounts for ﹤0.01% of the portfolio, ranked #4039.

Cetera Investment Advisers first reported a position in YMAX in Q2 2025 and has held it in 5 quarters since. 47 funds tracked by Wall St. Rank hold YMAX as of Q2 2026.

  • Cetera Investment Advisers held 42,276 shares of YieldMax Universe Fund of Option Income ETFs worth $342K as of Q2 2026.
  • Cetera Investment Advisers bought 8,314 YieldMax Universe Fund of Option Income ETFs shares in Q2 2026, an estimated $68.7K.
  • YieldMax Universe Fund of Option Income ETFs made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4039 holding.
  • Cetera Investment Advisers first reported a position in YieldMax Universe Fund of Option Income ETFs in Q2 2025 and has held it in 5 quarters since.
  • 47 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.