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Legacy Wealth Management (Mississippi)’s YieldMax Universe Fund of Option Income ETFs YMAX Stock Holding History

Legacy Wealth Management (Mississippi)’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 		$390K Buy
48,315
+25,030
+107% +$207K 0.1% 85
2026
Q1 		$182K Sell
23,285
-860
-4% -$7.68K 0.05% 105
2025
Q4 		$241K Buy
24,145
+1,182
+5% +$13.4K 0.06% 92
2025
Q3 		$294K Buy
+22,963
New +$303K 0.09% 77

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
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
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
QWM
Quaker Wealth Management Moorestown, New Jersey $344M AUM 15.21% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s YMAX Position: Q2 2026 in Review

Legacy Wealth Management (Mississippi) increased its YieldMax Universe Fund of Option Income ETFs (YMAX) stake by 107% in Q2 2026, buying an estimated $207K and bringing the position to 48,315 shares worth $390K. The position accounts for 0.1% of the portfolio, ranked #85.

Legacy Wealth Management (Mississippi) first reported a position in YMAX in Q3 2025 and has held it in 4 quarters since. 13 funds tracked by Wall St. Rank hold YMAX as of Q2 2026.

  • Legacy Wealth Management (Mississippi) held 48,315 shares of YieldMax Universe Fund of Option Income ETFs worth $390K as of Q2 2026.
  • Legacy Wealth Management (Mississippi) bought 25,030 YieldMax Universe Fund of Option Income ETFs shares in Q2 2026, an estimated $207K.
  • YieldMax Universe Fund of Option Income ETFs made up 0.1% of Legacy Wealth Management (Mississippi)'s portfolio in Q2 2026, its #85 holding.
  • Legacy Wealth Management (Mississippi) first reported a position in YieldMax Universe Fund of Option Income ETFs in Q3 2025 and has held it in 4 quarters since.
  • 13 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q2 2026.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2026, filed 8 Jul 2026.