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

IFP 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 Q3	$53.5K	Buy	7,087 +1,000	+16%	+$7.64K	﹤0.01%	2355
2026 Q2	$49.2K	Buy	+6,087	New	+$50.3K	﹤0.01%	2408
2026 Q1	–	Sell	-500	Closed	-$4.99K	–	5181
2025 Q4	$4.99K	Sell	500 -435	-47%	-$4.95K	﹤0.01%	3410
2025 Q3	$12K	Buy	+935	New	+$12.3K	﹤0.01%	2819

Other funds holding YMAX

Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return

Winnow Wealth Waco, Texas $151M AUM 17.14% 1-Year Est. Return

Virtue Capital Management Brentwood, Tennessee $768M AUM 30.82% 1-Year Est. Return

Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return

IWN

Independent Wealth Network Urbandale, Iowa $397M AUM 20.36% 1-Year Est. Return

Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return

Quaker Wealth Management Moorestown, New Jersey $341M AUM 9.06% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors's YMAX Position: Q3 2026 in Review

IFP Advisors increased its YieldMax Universe Fund of Option Income ETFs (YMAX) stake by 16% in Q3 2026, buying an estimated $7.64K and bringing the position to 7,087 shares worth $53.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2355.

IFP Advisors first reported a position in YMAX in Q3 2025 and has held it in 4 quarters since. 15 funds tracked by Wall St. Rank hold YMAX as of Q3 2026.

IFP Advisors held 7,087 shares of YieldMax Universe Fund of Option Income ETFs worth $53.5K as of Q3 2026.
IFP Advisors bought 1,000 YieldMax Universe Fund of Option Income ETFs shares in Q3 2026, an estimated $7.64K.
YieldMax Universe Fund of Option Income ETFs made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2355 holding.
IFP Advisors first reported a position in YieldMax Universe Fund of Option Income ETFs in Q3 2025 and has held it in 4 quarters since.
15 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.