Commonwealth Equity Services
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Commonwealth Equity Services’s YieldMax Universe Fund of Option Income ETFs YMAX Stock Holding History

Commonwealth Equity Services’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
-10,656
Closed -$106K – 4474
2025
Q4 		$106K Sell
10,656
-1,327
-11% -$15.1K ﹤0.01% 4105
2025
Q3 		$154K Buy
11,983
+482
+4% +$6.36K ﹤0.01% 4012
2025
Q2 		$158K Buy
11,501
+375
+3% +$4.99K ﹤0.01% 3981
2025
Q1 		$149K Buy
+11,126
New +$174K ﹤0.01% 3919

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

Commonwealth Equity Services's YMAX Position: Q1 2026 in Review

Commonwealth Equity Services sold out of YieldMax Universe Fund of Option Income ETFs (YMAX) in Q1 2026, closing a stake of 10,656 shares — an estimated $106K sold.

Commonwealth Equity Services first reported a position in YMAX in Q1 2025 and held it in 4 quarters. The position peaked at $158K in Q2 2025. 55 funds tracked by Wall St. Rank hold YMAX as of Q1 2026.

  • Commonwealth Equity Services reported no remaining YieldMax Universe Fund of Option Income ETFs position as of Q1 2026 after selling out during the quarter.
  • Commonwealth Equity Services sold 10,656 YieldMax Universe Fund of Option Income ETFs shares in Q1 2026, an estimated $106K.
  • Commonwealth Equity Services first reported a position in YieldMax Universe Fund of Option Income ETFs in Q1 2025 and held it in 4 quarters.
  • Commonwealth Equity Services's YieldMax Universe Fund of Option Income ETFs position peaked at $158K in Q2 2025.
  • 55 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.