Citadel Advisors’s YieldMax Universe Fund of Option Income ETFs YMAX Stock Holding History

Citadel 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 Q1	–	Sell	-29,800	Closed	-$297K	–	14413
2025 Q4	$297K	Sell	29,800 -110,300	-79%	-$1.25M	﹤0.01%	10173
2025 Q3	$1.79M	Sell	140,100 -30,500	-18%	-$403K	﹤0.01%	6296
2025 Q2	$2.35M	Buy	170,600 +123,500	+262%	+$1.64M	﹤0.01%	5410
2025 Q1	$629K	Buy	47,100 +33,500	+246%	+$525K	﹤0.01%	7971
2024 Q4	$231K	Sell	13,600 -400	-3%	-$7.11K	﹤0.01%	10182
2024 Q3	$250K	Buy	14,000 +9,800	+233%	+$179K	﹤0.01%	9675
2024 Q2	$81.9K	Buy	4,200 +4,100	+4,100%	+$83.4K	﹤0.01%	11182
2024 Q1	$2.17K	Buy	+100	New	+$2.09K	﹤0.01%	14035

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

Citadel Advisors's YMAX Position: Q2 2026 in Review

Citadel Advisors opened a new position in YieldMax Universe Fund of Option Income ETFs (YMAX) in Q2 2026: 16,813 shares worth $136K. The stake represents ﹤0.01% of the portfolio and ranks #12432 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in YMAX as recently as Q3 2025.

Citadel Advisors first reported a position in YMAX in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.81M in Q1 2025. 47 funds tracked by Wall St. Rank hold YMAX as of Q2 2026.

Citadel Advisors held 16,813 shares of YieldMax Universe Fund of Option Income ETFs worth $136K as of Q2 2026.
YieldMax Universe Fund of Option Income ETFs was a new Citadel Advisors position in Q2 2026.
YieldMax Universe Fund of Option Income ETFs made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #12432 holding.
Citadel Advisors first reported a position in YieldMax Universe Fund of Option Income ETFs in Q1 2024 and has held it in 6 quarters since.
Citadel Advisors's YieldMax Universe Fund of Option Income ETFs position peaked at $1.81M in Q1 2025.
47 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.