Janney Montgomery Scott
YMAX icon

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
Q2 		$164K Buy
20,350
+4,600
+29% +$38K ﹤0.01% 3022
2026
Q1 		$123K Buy
+15,750
New +$141K ﹤0.01% 2686

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

Janney Montgomery Scott's YMAX Position: Q2 2026 in Review

Janney Montgomery Scott increased its YieldMax Universe Fund of Option Income ETFs (YMAX) stake by 29% in Q2 2026, buying an estimated $38K and bringing the position to 20,350 shares worth $164K. The position accounts for ﹤0.01% of the portfolio, ranked #3022.

Janney Montgomery Scott first reported a position in YMAX in Q1 2026 and has held it in 2 quarters since. 48 funds tracked by Wall St. Rank hold YMAX as of Q2 2026.

  • Janney Montgomery Scott held 20,350 shares of YieldMax Universe Fund of Option Income ETFs worth $164K as of Q2 2026.
  • Janney Montgomery Scott bought 4,600 YieldMax Universe Fund of Option Income ETFs shares in Q2 2026, an estimated $38K.
  • YieldMax Universe Fund of Option Income ETFs made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #3022 holding.
  • Janney Montgomery Scott first reported a position in YieldMax Universe Fund of Option Income ETFs in Q1 2026 and has held it in 2 quarters since.
  • 48 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.