Fidelity Investments’s YieldMax Universe Fund of Option Income ETFs YMAX Stock Holding History

Fidelity Investments’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 Q4	–	Sell	-444	Closed	-$5.69K	–	5624
2025 Q3	$5.69K	Buy	+444	New	+$5.86K	﹤0.01%	4756
2025 Q1	–	Sell	-1	Closed	-$17	–	5721
2024 Q4	$17	Buy	+1	New	+$18	﹤0.01%	5397
2024 Q3	–	Sell	-1	Closed	-$20	–	5758
2024 Q2	$20	Buy	+1	New	+$20	﹤0.01%	5209

Other funds holding YMAX

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

WWA

Wealth Watch Advisors Englewood, Colorado $308M AUM 26.77% 1-Year Est. Return

ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

AWA

Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Fidelity Investments's YMAX Position: Q4 2025 in Review

Fidelity Investments sold out of YieldMax Universe Fund of Option Income ETFs (YMAX) in Q4 2025, closing a stake of 444 shares — an estimated $5.69K sold.

Fidelity Investments first reported a position in YMAX in Q2 2024 and held it in 3 quarters. The position peaked at $5.69K in Q3 2025. 64 funds tracked by Wall St. Rank hold YMAX as of Q4 2025.

Fidelity Investments reported no remaining YieldMax Universe Fund of Option Income ETFs position as of Q4 2025 after selling out during the quarter.
Fidelity Investments sold 444 YieldMax Universe Fund of Option Income ETFs shares in Q4 2025, an estimated $5.69K.
Fidelity Investments first reported a position in YieldMax Universe Fund of Option Income ETFs in Q2 2024 and held it in 3 quarters.
Fidelity Investments's YieldMax Universe Fund of Option Income ETFs position peaked at $5.69K in Q3 2025.
64 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q4 2025.

Based on Fidelity Investments's 13F filing for Q4 2025, filed 17 Feb 2026.