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
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

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 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
WW
Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $890M AUM 17.33% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Cetera Investment Advisers's YMAX Position: Q1 2026 in Review

Cetera Investment Advisers increased its YieldMax Universe Fund of Option Income ETFs (YMAX) stake by 118% in Q1 2026, buying an estimated $164K and bringing the position to 33,962 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #4083.

Cetera Investment Advisers first reported a position in YMAX in Q2 2025 and has held it in 4 quarters since. 55 funds tracked by Wall St. Rank hold YMAX as of Q1 2026.

  • Cetera Investment Advisers held 33,962 shares of YieldMax Universe Fund of Option Income ETFs worth $266K as of Q1 2026.
  • Cetera Investment Advisers bought 18,371 YieldMax Universe Fund of Option Income ETFs shares in Q1 2026, an estimated $164K.
  • YieldMax Universe Fund of Option Income ETFs made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #4083 holding.
  • Cetera Investment Advisers first reported a position in YieldMax Universe Fund of Option Income ETFs in Q2 2025 and has held it in 4 quarters since.
  • 55 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.