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COMPASS FINANCIAL MANAGEMENT LLC’s YieldMax Universe Fund of Option Income ETFs YMAX Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$2.62K Buy
+324
New +$2.68K ﹤0.01% 1283

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
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
LWMM
Legacy Wealth Management (Mississippi) Ridgeland, Mississippi $390M AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's YMAX Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in YieldMax Universe Fund of Option Income ETFs (YMAX) in Q2 2026: 324 shares worth $2.62K. The stake represents ﹤0.01% of the portfolio and ranks #1283 among its holdings.

32 funds tracked by Wall St. Rank hold YMAX as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 324 shares of YieldMax Universe Fund of Option Income ETFs worth $2.62K as of Q2 2026.
  • YieldMax Universe Fund of Option Income ETFs was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • YieldMax Universe Fund of Option Income ETFs made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1283 holding.
  • 32 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.