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Falcon Wealth Planning’s YieldMax Universe Fund of Option Income ETFs YMAX Stock Holding History

Falcon Wealth Planning’s Portfolio YMAX Stock Details YMAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-82,460
Closed -$1.4M – 173
2024
Q4 		$1.4M Buy
+82,460
New +$1.4M 0.16% 58