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Dougherty Wealth Advisers’s YieldMax Universe Fund of Option Income ETFs YMAX Stock Holding History

Dougherty Wealth Advisers’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 		– Sell
-367
Closed -$2.87K – 113
2026
Q1 		$2.87K Hold
367
– – ﹤0.01% 98
2025
Q4 		$3.66K Hold
367
– – ﹤0.01% 108
2025
Q3 		$4.7K Hold
367
– – ﹤0.01% 107
2025
Q2 		$5.05K Hold
367
– – ﹤0.01% 105
2025
Q1 		$4.9K Buy
+367
New +$5.75K ﹤0.01% 105

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
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Dougherty Wealth Advisers's YMAX Position: Q2 2026 in Review

Dougherty Wealth Advisers sold out of YieldMax Universe Fund of Option Income ETFs (YMAX) in Q2 2026, closing a stake of 367 shares — an estimated $2.87K sold.

Dougherty Wealth Advisers first reported a position in YMAX in Q1 2025 and held it in 5 quarters. The position peaked at $5.05K in Q2 2025. 13 funds tracked by Wall St. Rank hold YMAX as of Q2 2026.

  • Dougherty Wealth Advisers reported no remaining YieldMax Universe Fund of Option Income ETFs position as of Q2 2026 after selling out during the quarter.
  • Dougherty Wealth Advisers sold 367 YieldMax Universe Fund of Option Income ETFs shares in Q2 2026, an estimated $2.87K.
  • Dougherty Wealth Advisers first reported a position in YieldMax Universe Fund of Option Income ETFs in Q1 2025 and held it in 5 quarters.
  • Dougherty Wealth Advisers's YieldMax Universe Fund of Option Income ETFs position peaked at $5.05K in Q2 2025.
  • 13 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q2 2026.

Based on Dougherty Wealth Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.