HF
YMAX icon

HRT Financial’s YieldMax Universe Fund of Option Income ETFs YMAX Stock Holding History

HRT Financial’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 		$439K Sell
54,422
-37,528
-41% -$310K ﹤0.01% 2790
2026
Q1 		$719K Buy
91,950
+32,674
+55% +$292K ﹤0.01% 2266
2025
Q4 		$591K Sell
59,276
-28,145
-32% -$320K ﹤0.01% 2016
2025
Q3 		$1.12M Buy
+87,421
New +$1.15M ﹤0.01% 1458
2025
Q2 		– Sell
-39,458
Closed -$527K – 3662
2025
Q1 		$527K Buy
+39,458
New +$618K ﹤0.01% 1438
2024
Q3 		– Sell
-59,899
Closed -$1.17M – 3251
2024
Q2 		$1.17M Buy
59,899
+42,388
+242% +$862K 0.01% 955
2024
Q1 		$379K Buy
+17,511
New +$366K ﹤0.01% 1413

Other funds holding YMAX

IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
LWMM
Legacy Wealth Management (Mississippi) Ridgeland, Mississippi $390M AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

HRT Financial's YMAX Position: Q2 2026 in Review

HRT Financial reduced its YieldMax Universe Fund of Option Income ETFs (YMAX) stake by 41% in Q2 2026, selling an estimated $310K and leaving 54,422 shares worth $439K. The position accounts for ﹤0.01% of the portfolio, ranked #2790.

HRT Financial first reported a position in YMAX in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.17M in Q2 2024. 47 funds tracked by Wall St. Rank hold YMAX as of Q2 2026.

  • HRT Financial held 54,422 shares of YieldMax Universe Fund of Option Income ETFs worth $439K as of Q2 2026.
  • HRT Financial sold 37,528 YieldMax Universe Fund of Option Income ETFs shares in Q2 2026, an estimated $310K.
  • YieldMax Universe Fund of Option Income ETFs made up ﹤0.01% of HRT Financial's portfolio in Q2 2026, its #2790 holding.
  • HRT Financial first reported a position in YieldMax Universe Fund of Option Income ETFs in Q1 2024 and has held it in 7 quarters since.
  • HRT Financial's YieldMax Universe Fund of Option Income ETFs position peaked at $1.17M in Q2 2024.
  • 47 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.