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Independent Wealth Network’s YieldMax Universe Fund of Option Income ETFs YMAX Stock Holding History

Independent Wealth Network’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
Q1 		$129K Buy
16,468
+2,157
+15% +$19.3K 0.04% 288
2025
Q4 		$143K Buy
14,311
+1,668
+13% +$19K 0.04% 281
2025
Q3 		$162K Buy
+12,643
New +$167K 0.05% 273

Other funds holding YMAX

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $130M AUM 17.71% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $890M AUM 17.33% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Independent Wealth Network's YMAX Position: Q1 2026 in Review

Independent Wealth Network increased its YieldMax Universe Fund of Option Income ETFs (YMAX) stake by 15% in Q1 2026, buying an estimated $19.3K and bringing the position to 16,468 shares worth $129K. The position accounts for 0.04% of the portfolio, ranked #288.

Independent Wealth Network first reported a position in YMAX in Q3 2025 and has held it in 3 quarters since. The position peaked at $162K in Q3 2025. 55 funds tracked by Wall St. Rank hold YMAX as of Q1 2026.

  • Independent Wealth Network held 16,468 shares of YieldMax Universe Fund of Option Income ETFs worth $129K as of Q1 2026.
  • Independent Wealth Network bought 2,157 YieldMax Universe Fund of Option Income ETFs shares in Q1 2026, an estimated $19.3K.
  • YieldMax Universe Fund of Option Income ETFs made up 0.04% of Independent Wealth Network's portfolio in Q1 2026, its #288 holding.
  • Independent Wealth Network first reported a position in YieldMax Universe Fund of Option Income ETFs in Q3 2025 and has held it in 3 quarters since.
  • Independent Wealth Network's YieldMax Universe Fund of Option Income ETFs position peaked at $162K in Q3 2025.
  • 55 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q1 2026.

Based on Independent Wealth Network's 13F filing for Q1 2026, filed 21 Apr 2026.