EWM
YMAX icon

Executive Wealth Management’s YieldMax Universe Fund of Option Income ETFs YMAX Stock Holding History

Executive Wealth 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
2024
Q4 		$419K Buy
24,696
+10,630
+76% +$189K 0.03% 182
2024
Q3 		$251K Buy
+14,066
New +$256K 0.02% 239

Other funds holding YMAX

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $890M AUM 17.33% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
CF
Claris Financial Glen Allen, Virginia $183M AUM 17.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
NWM
Napa Wealth Management Napa, California $213M AUM 25.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
BCM
BluePath Capital Management Atlanta, Georgia $145M AUM 25.38% 1-Year Est. Return

Executive Wealth Management's YMAX Position: Q4 2024 in Review

Executive Wealth Management increased its YieldMax Universe Fund of Option Income ETFs (YMAX) stake by 76% in Q4 2024, buying an estimated $189K and bringing the position to 24,696 shares worth $419K. The position accounts for 0.03% of the portfolio, ranked #182.

Executive Wealth Management first reported a position in YMAX in Q3 2024 and has held it in 2 quarters since. 34 funds tracked by Wall St. Rank hold YMAX as of Q4 2024.

  • Executive Wealth Management held 24,696 shares of YieldMax Universe Fund of Option Income ETFs worth $419K as of Q4 2024.
  • Executive Wealth Management bought 10,630 YieldMax Universe Fund of Option Income ETFs shares in Q4 2024, an estimated $189K.
  • YieldMax Universe Fund of Option Income ETFs made up 0.03% of Executive Wealth Management's portfolio in Q4 2024, its #182 holding.
  • Executive Wealth Management first reported a position in YieldMax Universe Fund of Option Income ETFs in Q3 2024 and has held it in 2 quarters since.
  • 34 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.