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Kestra Private Wealth Services’s YieldMax Universe Fund of Option Income ETFs YMAX Stock Holding History

Kestra Private Wealth Services’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 		$204K Buy
25,251
+200
+0.8% +$1.65K ﹤0.01% 1695
2026
Q1 		$196K Buy
25,051
+11,811
+89% +$106K ﹤0.01% 1643
2025
Q4 		$132K Hold
13,240
– – ﹤0.01% 1635
2025
Q3 		$170K Buy
+13,240
New +$175K ﹤0.01% 1577

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
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
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Kestra Private Wealth Services's YMAX Position: Q2 2026 in Review

Kestra Private Wealth Services increased its YieldMax Universe Fund of Option Income ETFs (YMAX) stake by 0.8% in Q2 2026, buying an estimated $1.65K and bringing the position to 25,251 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #1695.

Kestra Private Wealth Services first reported a position in YMAX in Q3 2025 and has held it in 4 quarters since. 15 funds tracked by Wall St. Rank hold YMAX as of Q2 2026.

  • Kestra Private Wealth Services held 25,251 shares of YieldMax Universe Fund of Option Income ETFs worth $204K as of Q2 2026.
  • Kestra Private Wealth Services bought 200 YieldMax Universe Fund of Option Income ETFs shares in Q2 2026, an estimated $1.65K.
  • YieldMax Universe Fund of Option Income ETFs made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1695 holding.
  • Kestra Private Wealth Services first reported a position in YieldMax Universe Fund of Option Income ETFs in Q3 2025 and has held it in 4 quarters since.
  • 15 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.