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CoreCap Advisors’s YieldMax Universe Fund of Option Income ETFs YMAX Stock Holding History

CoreCap Advisors’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 		$40 Hold
5
– – ﹤0.01% 3130
2026
Q1 		$39 Hold
5
– – ﹤0.01% 2890
2025
Q4 		$50 Hold
5
– – ﹤0.01% 2905
2025
Q3 		$64 Hold
5
– – ﹤0.01% 2744
2025
Q2 		$69 Sell
5
-4,476
-100% -$59.5K ﹤0.01% 2702
2025
Q1 		$59.9K Buy
4,481
+4,476
+89,520% +$70.1K ﹤0.01% 1101
2024
Q4 		$85 Hold
5
– – ﹤0.01% 2778
2024
Q3 		$89 Hold
5
– – ﹤0.01% 2562
2024
Q2 		$98 Buy
+5
New +$102 ﹤0.01% 1538

Other funds holding YMAX

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
WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return
LWMM
Legacy Wealth Management (Mississippi) Ridgeland, Mississippi $390M AUM 27.84% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
CCM
Canal Capital Management Richmond, Virginia $819M AUM 24.27% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

CoreCap Advisors's YMAX Position: Q2 2026 in Review

CoreCap Advisors held its YieldMax Universe Fund of Option Income ETFs (YMAX) position steady in Q2 2026 at 5 shares worth $40. The position accounts for ﹤0.01% of the portfolio, ranked #3130.

CoreCap Advisors first reported a position in YMAX in Q2 2024 and has held it in 9 quarters since. The position peaked at $59.9K in Q1 2025. 14 funds tracked by Wall St. Rank hold YMAX as of Q2 2026.

  • CoreCap Advisors held 5 shares of YieldMax Universe Fund of Option Income ETFs worth $40 as of Q2 2026.
  • CoreCap Advisors left its YieldMax Universe Fund of Option Income ETFs share count unchanged in Q2 2026.
  • YieldMax Universe Fund of Option Income ETFs made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #3130 holding.
  • CoreCap Advisors first reported a position in YieldMax Universe Fund of Option Income ETFs in Q2 2024 and has held it in 9 quarters since.
  • CoreCap Advisors's YieldMax Universe Fund of Option Income ETFs position peaked at $59.9K in Q1 2025.
  • 14 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.