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J.W. Cole Advisors’s YieldMax Universe Fund of Option Income ETFs YMAX Stock Holding History

J.W. Cole 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 		– Sell
-10,451
Closed -$81.8K – 1634
2026
Q1 		$81.8K Buy
10,451
+405
+4% +$3.62K ﹤0.01% 766
2025
Q4 		$99.1K Buy
+10,046
New +$114K ﹤0.01% 1382

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
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 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
CCM
Canal Capital Management Richmond, Virginia $819M AUM 24.27% 1-Year Est. Return

J.W. Cole Advisors's YMAX Position: Q2 2026 in Review

J.W. Cole Advisors sold out of YieldMax Universe Fund of Option Income ETFs (YMAX) in Q2 2026, closing a stake of 10,451 shares — an estimated $81.8K sold.

J.W. Cole Advisors first reported a position in YMAX in Q4 2025 and held it in 2 quarters. The position peaked at $99.1K in Q4 2025. 15 funds tracked by Wall St. Rank hold YMAX as of Q2 2026.

  • J.W. Cole Advisors reported no remaining YieldMax Universe Fund of Option Income ETFs position as of Q2 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 10,451 YieldMax Universe Fund of Option Income ETFs shares in Q2 2026, an estimated $81.8K.
  • J.W. Cole Advisors first reported a position in YieldMax Universe Fund of Option Income ETFs in Q4 2025 and held it in 2 quarters.
  • J.W. Cole Advisors's YieldMax Universe Fund of Option Income ETFs position peaked at $99.1K in Q4 2025.
  • 15 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.