Creative Planning
YMAX icon

Creative Planning’s YieldMax Universe Fund of Option Income ETFs YMAX Stock Holding History

Creative Planning’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 		$117K Buy
14,490
+847
+6% +$7K ﹤0.01% 4019
2026
Q1 		$107K Buy
13,643
+757
+6% +$6.76K ﹤0.01% 3891
2025
Q4 		$129K Buy
+12,886
New +$147K ﹤0.01% 3668

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 $155M AUM 8.85% 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

Creative Planning's YMAX Position: Q2 2026 in Review

Creative Planning increased its YieldMax Universe Fund of Option Income ETFs (YMAX) stake by 6.2% in Q2 2026, buying an estimated $7K and bringing the position to 14,490 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #4019.

Creative Planning first reported a position in YMAX in Q4 2025 and has held it in 3 quarters since. The position peaked at $129K in Q4 2025. 47 funds tracked by Wall St. Rank hold YMAX as of Q2 2026.

  • Creative Planning held 14,490 shares of YieldMax Universe Fund of Option Income ETFs worth $117K as of Q2 2026.
  • Creative Planning bought 847 YieldMax Universe Fund of Option Income ETFs shares in Q2 2026, an estimated $7K.
  • YieldMax Universe Fund of Option Income ETFs made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4019 holding.
  • Creative Planning first reported a position in YieldMax Universe Fund of Option Income ETFs in Q4 2025 and has held it in 3 quarters since.
  • Creative Planning's YieldMax Universe Fund of Option Income ETFs position peaked at $129K in Q4 2025.
  • 47 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.