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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-82,460
Closed -$1.4M – 173
2024
Q4 		$1.4M Buy
+82,460
New +$1.47M 0.16% 58

Other funds holding YMAX

OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $890M AUM 17.33% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CF
Claris Financial Glen Allen, Virginia $183M AUM 17.41% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $130M AUM 17.71% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return

Falcon Wealth Planning's YMAX Position: Q1 2025 in Review

Falcon Wealth Planning sold out of YieldMax Universe Fund of Option Income ETFs (YMAX) in Q1 2025, closing a stake of 82,460 shares — an estimated $1.4M sold.

Falcon Wealth Planning first reported a position in YMAX in Q4 2024 and held it in 1 quarter. The position peaked at $1.4M in Q4 2024. 37 funds tracked by Wall St. Rank hold YMAX as of Q1 2025.

  • Falcon Wealth Planning reported no remaining YieldMax Universe Fund of Option Income ETFs position as of Q1 2025 after selling out during the quarter.
  • Falcon Wealth Planning sold 82,460 YieldMax Universe Fund of Option Income ETFs shares in Q1 2025, an estimated $1.4M.
  • Falcon Wealth Planning first reported a position in YieldMax Universe Fund of Option Income ETFs in Q4 2024 and held it in 1 quarter.
  • Falcon Wealth Planning's YieldMax Universe Fund of Option Income ETFs position peaked at $1.4M in Q4 2024.
  • 37 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q1 2025.

Based on Falcon Wealth Planning's 13F filing for Q1 2025, filed 24 Apr 2025.