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

EP Wealth 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
Q1 		– Sell
-15,323
Closed -$153K – 1611
2025
Q4 		$153K Buy
+15,323
New +$174K ﹤0.01% 1423

Other funds holding YMAX

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $130M AUM 17.71% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $890M AUM 17.33% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

EP Wealth Advisors's YMAX Position: Q1 2026 in Review

EP Wealth Advisors sold out of YieldMax Universe Fund of Option Income ETFs (YMAX) in Q1 2026, closing a stake of 15,323 shares — an estimated $153K sold.

EP Wealth Advisors first reported a position in YMAX in Q4 2025 and held it in 1 quarter. The position peaked at $153K in Q4 2025. 55 funds tracked by Wall St. Rank hold YMAX as of Q1 2026.

  • EP Wealth Advisors reported no remaining YieldMax Universe Fund of Option Income ETFs position as of Q1 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 15,323 YieldMax Universe Fund of Option Income ETFs shares in Q1 2026, an estimated $153K.
  • EP Wealth Advisors first reported a position in YieldMax Universe Fund of Option Income ETFs in Q4 2025 and held it in 1 quarter.
  • EP Wealth Advisors's YieldMax Universe Fund of Option Income ETFs position peaked at $153K in Q4 2025.
  • 55 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.