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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
Q2 		$153K Buy
18,929
+2,461
+15% +$20.3K 0.04% 329
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

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
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

Independent Wealth Network's YMAX Position: Q2 2026 in Review

Independent Wealth Network increased its YieldMax Universe Fund of Option Income ETFs (YMAX) stake by 15% in Q2 2026, buying an estimated $20.3K and bringing the position to 18,929 shares worth $153K. The position accounts for 0.04% of the portfolio, ranked #329.

Independent Wealth Network first reported a position in YMAX in Q3 2025 and has held it in 4 quarters since. The position peaked at $162K in Q3 2025. 48 funds tracked by Wall St. Rank hold YMAX as of Q2 2026.

  • Independent Wealth Network held 18,929 shares of YieldMax Universe Fund of Option Income ETFs worth $153K as of Q2 2026.
  • Independent Wealth Network bought 2,461 YieldMax Universe Fund of Option Income ETFs shares in Q2 2026, an estimated $20.3K.
  • YieldMax Universe Fund of Option Income ETFs made up 0.04% of Independent Wealth Network's portfolio in Q2 2026, its #329 holding.
  • Independent Wealth Network first reported a position in YieldMax Universe Fund of Option Income ETFs in Q3 2025 and has held it in 4 quarters since.
  • Independent Wealth Network's YieldMax Universe Fund of Option Income ETFs position peaked at $162K in Q3 2025.
  • 48 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.