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Coppell Advisory Solutions’s YieldMax Universe Fund of Option Income ETFs YMAX Stock Holding History

Coppell Advisory Solutions’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
-98,833
Closed -$1.01M – 385
2025
Q4 		$1.01M Buy
98,833
+11,640
+13% +$132K 0.1% 170
2025
Q3 		$1.12M Buy
87,193
+1,341
+2% +$17.7K 0.12% 160
2025
Q2 		$1.17M Sell
85,852
-50,153
-37% -$667K 0.14% 153
2025
Q1 		$1.82M Buy
+136,005
New +$2.13M 0.25% 91

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

Coppell Advisory Solutions's YMAX Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of YieldMax Universe Fund of Option Income ETFs (YMAX) in Q1 2026, closing a stake of 98,833 shares — an estimated $1.01M sold.

Coppell Advisory Solutions first reported a position in YMAX in Q1 2025 and held it in 4 quarters. The position peaked at $1.82M in Q1 2025. 55 funds tracked by Wall St. Rank hold YMAX as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining YieldMax Universe Fund of Option Income ETFs position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 98,833 YieldMax Universe Fund of Option Income ETFs shares in Q1 2026, an estimated $1.01M.
  • Coppell Advisory Solutions first reported a position in YieldMax Universe Fund of Option Income ETFs in Q1 2025 and held it in 4 quarters.
  • Coppell Advisory Solutions's YieldMax Universe Fund of Option Income ETFs position peaked at $1.82M in Q1 2025.
  • 55 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.