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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
Q2 		$142K Buy
+17,842
New +$147K 0.01% 445
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

IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 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 $1.28T AUM 58.89% 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
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
LWMM
Legacy Wealth Management (Mississippi) Ridgeland, Mississippi $390M AUM 27.84% 1-Year Est. Return

Coppell Advisory Solutions's YMAX Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in YieldMax Universe Fund of Option Income ETFs (YMAX) in Q2 2026: 17,842 shares worth $142K. The stake represents 0.01% of the portfolio and ranks #445 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in YMAX as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in YMAX in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.82M in Q1 2025. 47 funds tracked by Wall St. Rank hold YMAX as of Q2 2026.

  • Coppell Advisory Solutions held 17,842 shares of YieldMax Universe Fund of Option Income ETFs worth $142K as of Q2 2026.
  • YieldMax Universe Fund of Option Income ETFs was a new Coppell Advisory Solutions position in Q2 2026.
  • YieldMax Universe Fund of Option Income ETFs made up 0.01% of Coppell Advisory Solutions's portfolio in Q2 2026, its #445 holding.
  • Coppell Advisory Solutions first reported a position in YieldMax Universe Fund of Option Income ETFs in Q1 2025 and has held it in 5 quarters since.
  • Coppell Advisory Solutions's YieldMax Universe Fund of Option Income ETFs position peaked at $1.82M in Q1 2025.
  • 47 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.