Janney Montgomery Scott’s YieldMax Universe Fund of Option Income ETFs YMAX Stock Holding History

Janney Montgomery Scott’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	$123K	Buy	+15,750	New	+$141K	﹤0.01%	2686

Other funds holding YMAX

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

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

Winnow Wealth Waco, Texas $130M AUM 17.71% 1-Year Est. Return

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

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

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 Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Janney Montgomery Scott's YMAX Position: Q1 2026 in Review

Janney Montgomery Scott opened a new position in YieldMax Universe Fund of Option Income ETFs (YMAX) in Q1 2026: 15,750 shares worth $123K. The stake represents ﹤0.01% of the portfolio and ranks #2686 among its holdings.

55 funds tracked by Wall St. Rank hold YMAX as of Q1 2026.

Janney Montgomery Scott held 15,750 shares of YieldMax Universe Fund of Option Income ETFs worth $123K as of Q1 2026.
YieldMax Universe Fund of Option Income ETFs was a new Janney Montgomery Scott position in Q1 2026.
YieldMax Universe Fund of Option Income ETFs made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #2686 holding.
55 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.