Envestnet Asset Management
YMAX icon

Envestnet Asset Management’s YieldMax Universe Fund of Option Income ETFs YMAX Stock Holding History

Envestnet Asset Management’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 		$237K Buy
29,324
+10,726
+58% +$88.7K ﹤0.01% 4570
2026
Q1 		$146K Buy
18,598
+5,103
+38% +$45.6K ﹤0.01% 4572
2025
Q4 		$135K Sell
13,495
-2,905
-18% -$33K ﹤0.01% 4332
2025
Q3 		$210K Buy
16,400
+5,365
+49% +$70.8K ﹤0.01% 4295
2025
Q2 		$152K Buy
+11,035
New +$147K ﹤0.01% 4287

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

Envestnet Asset Management's YMAX Position: Q2 2026 in Review

Envestnet Asset Management increased its YieldMax Universe Fund of Option Income ETFs (YMAX) stake by 58% in Q2 2026, buying an estimated $88.7K and bringing the position to 29,324 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #4570.

Envestnet Asset Management first reported a position in YMAX in Q2 2025 and has held it in 5 quarters since. 47 funds tracked by Wall St. Rank hold YMAX as of Q2 2026.

  • Envestnet Asset Management held 29,324 shares of YieldMax Universe Fund of Option Income ETFs worth $237K as of Q2 2026.
  • Envestnet Asset Management bought 10,726 YieldMax Universe Fund of Option Income ETFs shares in Q2 2026, an estimated $88.7K.
  • YieldMax Universe Fund of Option Income ETFs made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4570 holding.
  • Envestnet Asset Management first reported a position in YieldMax Universe Fund of Option Income ETFs in Q2 2025 and has held it in 5 quarters since.
  • 47 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.