Investment Partners Asset Management’s YieldMax Universe Fund of Option Income ETFs YMAX Stock Holding History

Investment Partners Asset 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
2025 Q4	–	Sell	-36,979	Closed	-$474K	–	169
2025 Q3	$474K	Buy	36,979 +500	+1%	+$6.6K	0.31%	98
2025 Q2	$502K	Buy	36,479 +11,069	+44%	+$147K	0.35%	89
2025 Q1	$339K	Buy	25,410 +14,235	+127%	+$223K	0.27%	110
2024 Q4	$189K	Buy	+11,175	New	+$199K	0.15%	141

Other funds holding YMAX

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

WWA

Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return

ZEGA Investments Palm Beach Gardens, Florida $890M AUM 17.33% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

AWA

Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Investment Partners Asset Management's YMAX Position: Q4 2025 in Review

Investment Partners Asset Management sold out of YieldMax Universe Fund of Option Income ETFs (YMAX) in Q4 2025, closing a stake of 36,979 shares — an estimated $474K sold.

Investment Partners Asset Management first reported a position in YMAX in Q4 2024 and held it in 4 quarters. The position peaked at $502K in Q2 2025. 64 funds tracked by Wall St. Rank hold YMAX as of Q4 2025.

Investment Partners Asset Management reported no remaining YieldMax Universe Fund of Option Income ETFs position as of Q4 2025 after selling out during the quarter.
Investment Partners Asset Management sold 36,979 YieldMax Universe Fund of Option Income ETFs shares in Q4 2025, an estimated $474K.
Investment Partners Asset Management first reported a position in YieldMax Universe Fund of Option Income ETFs in Q4 2024 and held it in 4 quarters.
Investment Partners Asset Management's YieldMax Universe Fund of Option Income ETFs position peaked at $502K in Q2 2025.
64 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q4 2025.

Based on Investment Partners Asset Management's 13F filing for Q4 2025, filed 15 Jan 2026.