Manchester Financial’s YieldMax Universe Fund of Option Income ETFs YMAX Stock Holding History

Manchester Financial’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	$967K	Buy	119,631 +10,077	+9%	+$83.3K	0.17%	54
2026 Q1	$858K	Buy	109,554 +23,882	+28%	+$213K	0.16%	61
2025 Q4	$855K	Sell	85,672 -12,607	-13%	-$143K	0.16%	63
2025 Q3	$1.26M	Buy	98,279 +60,424	+160%	+$798K	0.25%	55
2025 Q2	$521K	Buy	37,855 +12,128	+47%	+$161K	0.11%	71
2025 Q1	$344K	Buy	+25,727	New	+$403K	0.08%	85

Other funds holding YMAX

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

WEG

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

SFGP

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Manchester Financial's YMAX Position: Q2 2026 in Review

Manchester Financial increased its YieldMax Universe Fund of Option Income ETFs (YMAX) stake by 9.2% in Q2 2026, buying an estimated $83.3K and bringing the position to 119,631 shares worth $967K. The position accounts for 0.17% of the portfolio, ranked #54.

Manchester Financial first reported a position in YMAX in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.26M in Q3 2025. 7 funds tracked by Wall St. Rank hold YMAX as of Q2 2026.

Manchester Financial held 119,631 shares of YieldMax Universe Fund of Option Income ETFs worth $967K as of Q2 2026.
Manchester Financial bought 10,077 YieldMax Universe Fund of Option Income ETFs shares in Q2 2026, an estimated $83.3K.
YieldMax Universe Fund of Option Income ETFs made up 0.17% of Manchester Financial's portfolio in Q2 2026, its #54 holding.
Manchester Financial first reported a position in YieldMax Universe Fund of Option Income ETFs in Q1 2025 and has held it in 6 quarters since.
Manchester Financial's YieldMax Universe Fund of Option Income ETFs position peaked at $1.26M in Q3 2025.
7 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q2 2026.

Based on Manchester Financial's 13F filing for Q2 2026, filed 17 Jul 2026.