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IHT Wealth Management’s YieldMax Universe Fund of Option Income ETFs YMAX Stock Holding History

IHT Wealth Management’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 		$1.24M Sell
153,259
-91,420
-37% -$756K 0.03% 531
2026
Q1 		$1.92M Buy
+244,679
New +$2.19M 0.04% 382

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
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
HF
HRT Financial New York $54.8B AUM 81.03% 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

IHT Wealth Management's YMAX Position: Q2 2026 in Review

IHT Wealth Management reduced its YieldMax Universe Fund of Option Income ETFs (YMAX) stake by 37% in Q2 2026, selling an estimated $756K and leaving 153,259 shares worth $1.24M. The position accounts for 0.03% of the portfolio, ranked #531.

IHT Wealth Management first reported a position in YMAX in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.92M in Q1 2026. 48 funds tracked by Wall St. Rank hold YMAX as of Q2 2026.

  • IHT Wealth Management held 153,259 shares of YieldMax Universe Fund of Option Income ETFs worth $1.24M as of Q2 2026.
  • IHT Wealth Management sold 91,420 YieldMax Universe Fund of Option Income ETFs shares in Q2 2026, an estimated $756K.
  • YieldMax Universe Fund of Option Income ETFs made up 0.03% of IHT Wealth Management's portfolio in Q2 2026, its #531 holding.
  • IHT Wealth Management first reported a position in YieldMax Universe Fund of Option Income ETFs in Q1 2026 and has held it in 2 quarters since.
  • IHT Wealth Management's YieldMax Universe Fund of Option Income ETFs position peaked at $1.92M in Q1 2026.
  • 48 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.