Daymark Wealth Partners’s YieldMax Universe Fund of Option Income ETFs YMAX Stock Holding History

Daymark Wealth Partners’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	$144K	Buy	19,131 +4,938	+35%	+$37.7K	﹤0.01%	852
2026 Q2	$115K	Buy	14,193 +1,047	+8%	+$8.66K	﹤0.01%	790
2026 Q1	$103K	Buy	13,146 +1,294	+11%	+$11.6K	﹤0.01%	727
2025 Q4	$118K	Buy	+11,852	New	+$135K	﹤0.01%	599

Other funds holding YMAX

Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return

Winnow Wealth Waco, Texas $151M AUM 17.14% 1-Year Est. Return

Virtue Capital Management Brentwood, Tennessee $768M AUM 30.82% 1-Year Est. Return

Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

ZEGA Investments Palm Beach Gardens, Florida $917M AUM 21.57% 1-Year Est. Return

World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return

IWN

Independent Wealth Network Urbandale, Iowa $397M AUM 20.37% 1-Year Est. Return

Visionary Wealth Advisors O'fallon, Illinois $2.55B AUM 17.5% 1-Year Est. Return

Daymark Wealth Partners's YMAX Position: Q3 2026 in Review

Daymark Wealth Partners increased its YieldMax Universe Fund of Option Income ETFs (YMAX) stake by 35% in Q3 2026, buying an estimated $37.7K and bringing the position to 19,131 shares worth $144K. The position accounts for ﹤0.01% of the portfolio, ranked #852.

Daymark Wealth Partners first reported a position in YMAX in Q4 2025 and has held it in 4 quarters since. 26 funds tracked by Wall St. Rank hold YMAX as of Q3 2026.

Daymark Wealth Partners held 19,131 shares of YieldMax Universe Fund of Option Income ETFs worth $144K as of Q3 2026.
Daymark Wealth Partners bought 4,938 YieldMax Universe Fund of Option Income ETFs shares in Q3 2026, an estimated $37.7K.
YieldMax Universe Fund of Option Income ETFs made up ﹤0.01% of Daymark Wealth Partners's portfolio in Q3 2026, its #852 holding.
Daymark Wealth Partners first reported a position in YieldMax Universe Fund of Option Income ETFs in Q4 2025 and has held it in 4 quarters since.
26 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.