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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
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

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
QWM
Quaker Wealth Management Moorestown, New Jersey $344M AUM 15.21% 1-Year Est. Return

IFP Advisors's YMAX Position: Q2 2026 in Review

IFP Advisors opened a new position in YieldMax Universe Fund of Option Income ETFs (YMAX) in Q2 2026: 6,087 shares worth $49.2K. The stake represents ﹤0.01% of the portfolio and ranks #2408 among its holdings. This is a return to the name: IFP Advisors previously reported a position in YMAX as recently as Q4 2025.

IFP Advisors first reported a position in YMAX in Q3 2025 and has held it in 3 quarters since. 13 funds tracked by Wall St. Rank hold YMAX as of Q2 2026.

  • IFP Advisors held 6,087 shares of YieldMax Universe Fund of Option Income ETFs worth $49.2K as of Q2 2026.
  • YieldMax Universe Fund of Option Income ETFs was a new IFP Advisors position in Q2 2026.
  • YieldMax Universe Fund of Option Income ETFs made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2408 holding.
  • IFP Advisors first reported a position in YieldMax Universe Fund of Option Income ETFs in Q3 2025 and has held it in 3 quarters since.
  • 13 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.