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Claris Financial’s YieldMax Universe Fund of Option Income ETFs YMAX Stock Holding History

Claris Financial’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
2025
Q2 		– Sell
-82,245
Closed -$1.39M – 172
2025
Q1 		$1.39M Hold
82,245
– – 0.92% 18
2024
Q4 		$1.39M Buy
+82,245
New +$1.46M 0.92% 18

Other funds holding YMAX

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $890M AUM 17.33% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return

Claris Financial's YMAX Position: Q2 2025 in Review

Claris Financial sold out of YieldMax Universe Fund of Option Income ETFs (YMAX) in Q2 2025, closing a stake of 82,245 shares — an estimated $1.39M sold.

Claris Financial first reported a position in YMAX in Q4 2024 and held it in 2 quarters. The position peaked at $1.39M in Q1 2025. 50 funds tracked by Wall St. Rank hold YMAX as of Q2 2025.

  • Claris Financial reported no remaining YieldMax Universe Fund of Option Income ETFs position as of Q2 2025 after selling out during the quarter.
  • Claris Financial sold 82,245 YieldMax Universe Fund of Option Income ETFs shares in Q2 2025, an estimated $1.39M.
  • Claris Financial first reported a position in YieldMax Universe Fund of Option Income ETFs in Q4 2024 and held it in 2 quarters.
  • Claris Financial's YieldMax Universe Fund of Option Income ETFs position peaked at $1.39M in Q1 2025.
  • 50 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q2 2025.

Based on Claris Financial's 13F filing for Q2 2025, filed 26 Aug 2025.