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Farther Finance Advisors’s YieldMax Universe Fund of Option Income ETFs YMAX Stock Holding History

Farther Finance 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
Q2 		$2.67K Hold
330
– – ﹤0.01% 5066
2026
Q1 		$2.54K Hold
330
– – ﹤0.01% 4803
2025
Q4 		$3.29K Hold
330
– – ﹤0.01% 4496
2025
Q3 		$4.22K Hold
330
– – ﹤0.01% 3844
2025
Q2 		$4.54K Buy
+330
New +$4.39K ﹤0.01% 3397

Other funds holding YMAX

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
WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return
LWMM
Legacy Wealth Management (Mississippi) Ridgeland, Mississippi $390M AUM 27.84% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Farther Finance Advisors's YMAX Position: Q2 2026 in Review

Farther Finance Advisors held its YieldMax Universe Fund of Option Income ETFs (YMAX) position steady in Q2 2026 at 330 shares worth $2.67K. The position accounts for ﹤0.01% of the portfolio, ranked #5066.

Farther Finance Advisors first reported a position in YMAX in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.54K in Q2 2025. 13 funds tracked by Wall St. Rank hold YMAX as of Q2 2026.

  • Farther Finance Advisors held 330 shares of YieldMax Universe Fund of Option Income ETFs worth $2.67K as of Q2 2026.
  • Farther Finance Advisors left its YieldMax Universe Fund of Option Income ETFs share count unchanged in Q2 2026.
  • YieldMax Universe Fund of Option Income ETFs made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5066 holding.
  • Farther Finance Advisors first reported a position in YieldMax Universe Fund of Option Income ETFs in Q2 2025 and has held it in 5 quarters since.
  • Farther Finance Advisors's YieldMax Universe Fund of Option Income ETFs position peaked at $4.54K in Q2 2025.
  • 13 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.