Mercer Global Advisors
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Mercer Global Advisors’s YieldMax Universe Fund of Option Income ETFs YMAX Stock Holding History

Mercer Global Advisors’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 		$889 Buy
+110
New +$909 ﹤0.01% 5757

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
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
LWMM
Legacy Wealth Management (Mississippi) Ridgeland, Mississippi $390M AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return

Mercer Global Advisors's YMAX Position: Q2 2026 in Review

Mercer Global Advisors opened a new position in YieldMax Universe Fund of Option Income ETFs (YMAX) in Q2 2026: 110 shares worth $889. The stake represents ﹤0.01% of the portfolio and ranks #5757 among its holdings.

36 funds tracked by Wall St. Rank hold YMAX as of Q2 2026.

  • Mercer Global Advisors held 110 shares of YieldMax Universe Fund of Option Income ETFs worth $889 as of Q2 2026.
  • YieldMax Universe Fund of Option Income ETFs was a new Mercer Global Advisors position in Q2 2026.
  • YieldMax Universe Fund of Option Income ETFs made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #5757 holding.
  • 36 funds tracked by Wall St. Rank held YieldMax Universe Fund of Option Income ETFs as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.