Compass Financial Management
YMAX icon

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

Compass Financial Management’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
Q3 		$2.51K Buy
332
+8
+2% +$61 ﹤0.01% 1425
2026
Q2 		$2.62K Buy
+324
New +$2.68K ﹤0.01% 1283

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Authentikos Wealth Advisory
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ZEGA Investments
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Compass Financial Management's YMAX Position: Q3 2026 in Review

Compass Financial Management increased its YieldMax Universe Fund of Option Income ETFs (YMAX) stake by 2.5% in Q3 2026, buying an estimated $61 and bringing the position to 332 shares worth $2.51K. The position accounts for ﹤0.01% of the portfolio, ranked #1425.

Compass Financial Management first reported a position in YMAX in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.62K in Q2 2026. 39 funds tracked by Wall St. Rank hold YMAX as of Q3 2026.

  • Compass Financial Management held 332 shares of YieldMax Universe Fund of Option Income ETFs worth $2.51K as of Q3 2026.
  • Compass Financial Management bought 8 YieldMax Universe Fund of Option Income ETFs shares in Q3 2026, an estimated $61.
  • YieldMax Universe Fund of Option Income ETFs made up ﹤0.01% of Compass Financial Management's portfolio in Q3 2026, its #1425 holding.
  • Compass Financial Management first reported a position in YieldMax Universe Fund of Option Income ETFs in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's YieldMax Universe Fund of Option Income ETFs position peaked at $2.62K in Q2 2026.
  • 39 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.